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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,179 hedge funds and large institutions have $11.1B invested in Schwab US Broad Market ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 483 increasing their positions, 417 reducing their positions, and 44 closing their positions.

Holders
1,179
Holders Change
+22
Holders Change %
+1.9%
% of All Funds
15.83%
Holding in Top 10
134
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.88%
% of All Funds
1.8%
New
104
Increased
483
Reduced
417
Closed
44
Calls
$31.7M
Puts
$9.44M
Net Calls
+$22.2M
Net Calls Change
-$2.79M

Top Buyers

1
AC
1
AlphaCore Capital
California
$142M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$50.1M
3
HWA
3
HHM Wealth Advisors
Tennessee
$130M
4
R
4
Rebalance
California
$314M
5
QCM
5
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
1
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.34B
3
CMAI
3
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
4
Charles Schwab
California
$10.8M
5
HCM
5
Hengehold Capital Management
Ohio
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
226
Arcadia Investment Advisors
Idaho
$6.42M 269,372 -7,746 -3%
DWM
227
Destination Wealth Management
California
$6.4M 268,527 -4,468 -2%
WBCM
228
Wilson & Boucher Capital Management
California
$6.28M 263,443 +4,635 +2%
FFA
229
Farther Finance Advisors
California
$6.27M 263,041 +63,569 +32%
CPA
230
Cardiff Park Advisors
California
$6.23M 261,293 +3,836 +1%
MPI
231
Mairs & Power Inc
Minnesota
$6.23M 261,246 – –
GCM
232
Graver Capital Management
Ohio
$6.2M 260,009 +7,502 +3%
EI
233
Ellevest Inc
New York
$6.15M 257,871 -84,098 -25%
BA
234
Ballast Advisors
Minnesota
$6.13M 257,275 -6,483 -2%
ICM
235
Islay Capital Management
Texas
$6.13M 257,185 -45,488 -15%
PA
236
Parallel Advisors
California
$5.97M 250,368 +4,885 +2%
SFWC
237
Strategic Family Wealth Counselors
New Jersey
$5.96M 250,238 -414 -0.2%
MF
238
Midwestern Financial
Iowa
$5.96M 249,976 +249,976 New
PMG
239
ProVise Management Group
Florida
$5.87M 246,506 -2,023 -0.8%
FCM
240
Firestone Capital Management
Florida
$5.87M 246,343 -3,890 -2%
RDWM
241
Red Door Wealth Management
Tennessee
$5.84M 244,884 -2,463 -1%
Chevy Chase Trust
242
Chevy Chase Trust
Maryland
$5.81M 243,897 – –
SWM
243
Seaside Wealth Management
California
$5.8M 243,239 +17,982 +8%
PAG
244
Private Advisor Group
New Jersey
$5.76M 241,861 +10,971 +5%
SWM
245
SeaCrest Wealth Management
New York
$5.75M 241,166 +2,322 +1%
SWRP
246
Summit Wealth & Retirement Planning
California
$5.72M 239,977 -693 -0.3%
RSWM
247
Robertson Stephens Wealth Management
California
$5.68M 238,297 -22,683 -9%
Financial Engines Advisors
248
Financial Engines Advisors
California
$5.55M 232,974 -28,061 -11%
KIA
249
KCM Investment Advisors
California
$5.55M 232,912 +38 +0%
AAMC
250
Asset Allocation & Management Company
Illinois
$5.5M 230,624 +60,638 +36%
8 9
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