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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 %
EH
251
Equitable Holdings
New York
$5.48M 229,974 +34,852 +18%
LJAC
252
L.J. Altfest & Co
New York
$5.45M 228,517 -13,336 -6%
OCPWS
253
One Charles Private Wealth Services
Massachusetts
$5.44M 228,227 +228,227 New
HTWM
254
Hartmann Taylor Wealth Management
Texas
$5.44M 228,179 +500 +0.2%
SWM
255
Seed Wealth Management
Illinois
$5.4M 226,583 -500 -0.2%
BJL
256
Brighton Jones LLC
Washington
$5.37M 225,514 +2,852 +1%
SAI
257
Savvy Advisors Inc
New York
$5.37M 225,410 +203,096 +910%
SIM
258
Stratos Investment Management
Ohio
$5.3M 222,562 +33,626 +18%
AWS
259
Atria Wealth Solutions
New York
$5.28M 221,297 -58,395 -21%
FPAS
260
Focus Partners Advisor Solutions
Missouri
$5.15M 216,044 +18,232 +9%
DPI
261
Diversified Portfolios Inc
Michigan
$5.11M 214,502 +392 +0.2%
STA
262
Summit Trail Advisors
New York
$5.07M 212,593 +212,593 New
SFC
263
Strategic Financial Concepts
Texas
$5.06M 212,462 -13,965 -6%
AOWM
264
Alpha Omega Wealth Management
Virginia
$5.03M 210,918 -4,185 -2%
SP
265
Successful Portfolios
Florida
$5.02M 210,724 -6,893 -3%
CI
266
Cordant Inc
Oregon
$5.02M 210,552 +30,166 +17%
VCM
267
Vivaldi Capital Management
Illinois
$4.93M 206,880 -3,857 -2%
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
$4.88M 204,793 +105,930 +107%
IWC
269
Integrated Wealth Concepts
Massachusetts
$4.87M 204,510 +18,300 +10%
FF
270
Farnam Financial
Arizona
$4.87M 204,160 -15,225 -7%
MWM
271
Maridea Wealth Management
New York
$4.85M 203,532 +203,532 New
WI
272
WBI Investments
New Jersey
$4.84M 203,177 +203,177 New
BFA
273
Blueprint Financial Advisors
North Carolina
$4.84M 203,143 -5,041 -2%
CWM
274
Chesapeake Wealth Management
Virginia
$4.83M 202,687 -5,390 -3%
RWM
275
Ritholtz Wealth Management
New York
$4.82M 202,095 +132,223 +189%
9 10
11
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