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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
$47.4M
3
CMAI
Capital Management Associates Inc
Minnesota
$75.9M
4
SCM
SCS Capital Management
Massachusetts
$256M
5
WA
Waverly Advisors
Alabama
$58.9M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$12.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$38.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.26B
4
WCM
Weaver Capital Management
Georgia
$0
5
FSA
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Parallel Advisors
California
$5.29M +$770K +35,765 +17%
Chevy Chase Trust
252
Chevy Chase Trust
Maryland
$5.25M -$72.1K -3,348 -1%
LJAC
253
L.J. Altfest & Co
New York
$5.21M +$793K +36,834 +18%
SWRP
254
Summit Wealth & Retirement Planning
California
$5.18M +$65.1K +3,023 +1%
SWM
255
SeaCrest Wealth Management
New York
$5.14M -$226K -10,496 -4%
SF
256
Summit Financial
New Jersey
$5.11M +$3.05M +141,455 +147%
RRCM
257
Rappaport Reiches Capital Management
Illinois
$5.07M +$60.7K +2,820 +1%
KIA
258
KCM Investment Advisors
California
$5.01M +$840 +39 +0%
PAG
259
Private Advisor Group
New Jersey
$4.97M +$425K +19,725 +9%
MA
260
Mutual Advisors
Nebraska
$4.95M +$27.9K +1,314 +0.6%
PIM
261
Pullen Investment Management
Florida
$4.95M -$23.1K -1,072 -0.5%
HTWM
262
Hartmann Taylor Wealth Management
Texas
$4.9M +$4.9M +227,679 New
MW
263
Marcum Wealth
Ohio
$4.9M +$4.9M +227,420 New
SWM
264
Seed Wealth Management
Illinois
$4.89M +$379K +17,590 +8%
SFC
265
Strategic Financial Concepts
Texas
$4.87M -$38.6K -1,795 -0.8%
SWM
266
Seaside Wealth Management
California
$4.85M +$1.67M +77,792 +53%
BJL
267
Brighton Jones LLC
Washington
$4.79M -$128K -5,963 -3%
FF
268
Farnam Financial
Arizona
$4.72M +$27.4K +1,274 +0.6%
SP
269
Successful Portfolios
Florida
$4.69M -$25.7K -1,192 -0.5%
LBC
270
Lowe Brockenbrough & Co
Virginia
$4.65M +$16.7K +775 +0.4%
AOWM
271
Alpha Omega Wealth Management
Virginia
$4.63M -$119K -5,540 -3%
DPI
272
Diversified Portfolios Inc
Michigan
$4.61M – – –
VCM
273
Vivaldi Capital Management
Illinois
$4.54M -$93.9K -4,362 -2%
WCM
274
Whitener Capital Management
North Carolina
$4.52M -$392K -18,223 -8%
BFA
275
Blueprint Financial Advisors
North Carolina
$4.48M +$4.48M +208,184 New
9 10
11
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