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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 %
PIM
276
Pullen Investment Management
Florida
$4.8M 201,520 -28,429 -12%
NI
277
NYL Investors
New York
$4.76M 199,907 +7,507 +4%
AWM
278
Axxcess Wealth Management
California
$4.76M 199,846 -412 -0.2%
WCM
279
Whitener Capital Management
North Carolina
$4.75M 199,316 -10,843 -5%
BWM
280
Benchmark Wealth Management
Connecticut
$4.7M 197,131 -43 -0%
BAM
281
Berkshire Asset Management
Pennsylvania
$4.7M 197,128 +460 +0.2%
VVP
282
Venture Visionary Partners
Ohio
$4.69M 196,905 +87 +0%
BPA
283
Beacon Pointe Advisors
California
$4.67M 196,074 -3,566 -2%
AC
284
Avant Capital
Louisiana
$4.61M 193,619 -982 -0.5%
CIA
285
Compass Ion Advisors
Pennsylvania
$4.6M 193,042 -3,499 -2%
CAG
286
Crestwood Advisors Group
Massachusetts
$4.56M 191,382 -83 -0%
JF
287
Joule Financial
Kentucky
$4.52M 189,787 +146,542 +339%
OFS
288
OneAscent Financial Services
Alabama
$4.51M 189,034 -185,236 -49%
MA
289
MBA Advisors
Pennsylvania
$4.46M 186,982 +6,920 +4%
BIP
290
Blueprint Investment Partners
North Carolina
$4.42M 185,274 -120,722 -39%
GIP
291
Granite Investment Partners
California
$4.41M 184,918 -2,164 -1%
CPA
292
Clear Point Advisors
New York
$4.4M 184,848 -2,894 -2%
CAM
293
Cozad Asset Management
Illinois
$4.39M 184,089 – –
Citadel Advisors
294
Citadel Advisors
Florida
$4.31M 180,954 +180,954 New
WAP
295
Wealthcare Advisory Partners
Pennsylvania
$4.28M 179,560 -1,051 -0.6%
KJWM
296
Kiley Juergens Wealth Management
Washington
$4.26M 178,847 +4,460 +3%
LBC
297
Lowe Brockenbrough & Co
Virginia
$4.2M 176,328 -39,525 -18%
AAP
298
Arax Advisory Partners
Colorado
$4.19M 172,070 -8,065 -4%
Jane Street
299
Jane Street
New York
$4.16M 174,602 +143,358 +459%
HCMT
300
Highland Capital Management (Tennessee)
Tennessee
$4.11M 172,649 -91 -0.1%
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