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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,157 hedge funds and large institutions have $10.2B invested in Schwab US Broad Market ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 456 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.72%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
1.75%
New
77
Increased
456
Reduced
425
Closed
57
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$58.2M
2
KAS
Kestra Advisory Services
Texas
+$44.9M
3
CMAI
Capital Management Associates Inc
Minnesota
+$39.4M
4
SCM
SCS Capital Management
Massachusetts
+$36.5M
5
WA
Waverly Advisors
Alabama
+$33.5M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$92.8M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$86.1M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$38.7M
4
WCM
Weaver Capital Management
Georgia
-$33.9M
5
FSA
Financial Services Advisory
Maryland
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
226
Valmark Advisers
Ohio
$6.22M -$77.9K -3,619 -1%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$6.07M +$2.91M +137,074 +92%
AWS
228
Atria Wealth Solutions
New York
$6.02M -$146K -6,797 -2%
AQR Capital Management
229
AQR Capital Management
Connecticut
$6.02M +$145K +6,726 +2%
AIA
230
Arcadia Investment Advisors
Idaho
$5.97M -$275K -12,754 -4%
EFN
231
Equita Financial Network
Pennsylvania
$5.96M +$62.5K +2,901 +1%
DWM
232
Destination Wealth Management
California
$5.88M -$1.16M -54,099 -17%
CP
233
Creekside Partners
California
$5.75M +$305K +14,170 +6%
BA
234
Ballast Advisors
Minnesota
$5.68M -$184K -8,562 -3%
MPI
235
Mairs & Power Inc
Minnesota
$5.62M – – –
Financial Engines Advisors
236
Financial Engines Advisors
California
$5.62M -$43.3K -2,013 -0.8%
RSWM
237
Robertson Stephens Wealth Management
California
$5.62M +$175K +8,125 +3%
WBCM
238
Wilson & Boucher Capital Management
California
$5.57M -$524K -24,324 -9%
CPA
239
Cardiff Park Advisors
California
$5.54M +$74.8K +3,473 +1%
PA
240
PFG Advisors
Arizona
$5.51M -$14.8K -689 -0.3%
Northern Trust
241
Northern Trust
Illinois
$5.46M -$262K -12,172 -5%
WFP
242
Wrenne Financial Planning
Kentucky
$5.46M +$162K +7,521 +3%
MWM
243
Modern Wealth Management
Kansas
$5.45M +$5.45M +253,045 New
GCM
244
Graver Capital Management
Ohio
$5.44M -$747K -34,698 -12%
BA
245
Brightwater Advisory
Florida
$5.43M +$259K +12,039 +5%
WFA
246
Wade Financial Advisory
California
$5.4M -$289K -13,428 -5%
SFWC
247
Strategic Family Wealth Counselors
New Jersey
$5.4M -$131K -6,065 -2%
FCM
248
Firestone Capital Management
Florida
$5.39M -$1.85K -86 -0%
PMG
249
ProVise Management Group
Florida
$5.35M -$322K -14,969 -6%
RDWM
250
Red Door Wealth Management
Tennessee
$5.33M +$76.3K +3,542 +1%
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