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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,188 hedge funds and large institutions have $11.2B invested in Schwab US Broad Market ETF in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 484 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+30
Holders Change %
+2.59%
% of All Funds
15.93%
Holding in Top 10
134
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.88%
% of All Funds
1.8%
New
105
Increased
484
Reduced
422
Closed
44
Calls
$39.7M
Puts
$9.44M
Net Calls
+$30.3M
Net Calls Change
+$5.27M

Top Buyers

1
AC
AlphaCore Capital
California
+$132M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M
3
HWA
HHM Wealth Advisors
Tennessee
+$31.1M
4
R
Rebalance
California
+$28.8M
5
QCM
Quantinno Capital Management
New York
+$26.6M

Top Sellers

1
SFG
Socha Financial Group
New York
-$54.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$49.2M
3
CMAI
Capital Management Associates Inc
Minnesota
-$41.8M
4
Charles Schwab
Charles Schwab
California
-$19.8M
5
HCM
Hengehold Capital Management
Ohio
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFN
226
Equita Financial Network
Pennsylvania
$6.43M -$173K -7,249 -3%
AIA
227
Arcadia Investment Advisors
Idaho
$6.42M -$185K -7,746 -3%
DWM
228
Destination Wealth Management
California
$6.4M -$106K -4,468 -2%
WBCM
229
Wilson & Boucher Capital Management
California
$6.28M +$110K +4,635 +2%
FFA
230
Farther Finance Advisors
California
$6.27M +$1.51M +63,569 +32%
CPA
231
Cardiff Park Advisors
California
$6.23M +$91.4K +3,836 +1%
MPI
232
Mairs & Power Inc
Minnesota
$6.23M – – –
GCM
233
Graver Capital Management
Ohio
$6.2M +$179K +7,502 +3%
EI
234
Ellevest Inc
New York
$6.15M -$2M -84,098 -25%
BA
235
Ballast Advisors
Minnesota
$6.13M -$154K -6,483 -2%
ICM
236
Islay Capital Management
Texas
$6.13M -$1.08M -45,488 -15%
PA
237
Parallel Advisors
California
$5.97M +$116K +4,885 +2%
SFWC
238
Strategic Family Wealth Counselors
New Jersey
$5.96M -$9.87K -414 -0.2%
MF
239
Midwestern Financial
Iowa
$5.96M +$5.96M +249,976 New
PMG
240
ProVise Management Group
Florida
$5.87M -$48.2K -2,023 -0.8%
FCM
241
Firestone Capital Management
Florida
$5.87M -$92.7K -3,890 -2%
RDWM
242
Red Door Wealth Management
Tennessee
$5.84M -$58.7K -2,463 -1%
Chevy Chase Trust
243
Chevy Chase Trust
Maryland
$5.81M – – –
SWM
244
Seaside Wealth Management
California
$5.8M +$429K +17,982 +8%
PAG
245
Private Advisor Group
New Jersey
$5.76M +$261K +10,971 +5%
SWM
246
SeaCrest Wealth Management
New York
$5.75M +$55.3K +2,322 +1%
SWRP
247
Summit Wealth & Retirement Planning
California
$5.72M -$16.5K -693 -0.3%
RSWM
248
Robertson Stephens Wealth Management
California
$5.68M -$541K -22,683 -9%
Financial Engines Advisors
249
Financial Engines Advisors
California
$5.55M -$669K -28,061 -11%
KIA
250
KCM Investment Advisors
California
$5.55M +$906 +38 +0%
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