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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 %
AAMC
251
Asset Allocation & Management Company
Illinois
$5.5M +$1.45M +60,638 +36%
EH
252
Equitable Holdings
New York
$5.48M +$831K +34,852 +18%
LJAC
253
L.J. Altfest & Co
New York
$5.45M -$318K -13,336 -6%
OCPWS
254
One Charles Private Wealth Services
Massachusetts
$5.44M +$5.44M +228,227 New
HTWM
255
Hartmann Taylor Wealth Management
Texas
$5.44M +$11.9K +500 +0.2%
SWM
256
Seed Wealth Management
Illinois
$5.4M -$11.9K -500 -0.2%
BJL
257
Brighton Jones LLC
Washington
$5.37M +$68K +2,852 +1%
SAI
258
Savvy Advisors Inc
New York
$5.37M +$4.84M +203,096 +910%
SIM
259
Stratos Investment Management
Ohio
$5.3M +$801K +33,626 +18%
AWS
260
Atria Wealth Solutions
New York
$5.28M -$1.39M -58,395 -21%
FPAS
261
Focus Partners Advisor Solutions
Missouri
$5.15M +$434K +18,232 +9%
DPI
262
Diversified Portfolios Inc
Michigan
$5.11M +$9.34K +392 +0.2%
STA
263
Summit Trail Advisors
New York
$5.07M +$5.07M +212,593 New
SFC
264
Strategic Financial Concepts
Texas
$5.06M -$333K -13,965 -6%
AOWM
265
Alpha Omega Wealth Management
Virginia
$5.03M -$99.7K -4,185 -2%
SP
266
Successful Portfolios
Florida
$5.02M -$164K -6,893 -3%
CI
267
Cordant Inc
Oregon
$5.02M +$719K +30,166 +17%
VCM
268
Vivaldi Capital Management
Illinois
$4.93M -$91.9K -3,857 -2%
Tudor Investment Corp
269
Tudor Investment Corp
Connecticut
$4.88M +$2.52M +105,930 +107%
IWC
270
Integrated Wealth Concepts
Massachusetts
$4.87M +$436K +18,300 +10%
FF
271
Farnam Financial
Arizona
$4.87M -$363K -15,225 -7%
MWM
272
Maridea Wealth Management
New York
$4.85M +$4.85M +203,532 New
WI
273
WBI Investments
New Jersey
$4.84M +$4.84M +203,177 New
BFA
274
Blueprint Financial Advisors
North Carolina
$4.84M -$120K -5,041 -2%
CWM
275
Chesapeake Wealth Management
Virginia
$4.83M -$128K -5,390 -3%
9 10
11
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