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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,158 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, 457 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.73%
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
457
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
+$44.9M
3
CMAI
Capital Management Associates Inc
Minnesota
+$39.4M
4
SCM
SCS Capital Management
Massachusetts
+$36.5M
5
WA
Waverly Advisors
Alabama
+$33.5M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$92.8M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$86.1M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$38.7M
4
WCM
Weaver Capital Management
Georgia
-$33.9M
5
FSA
Financial Services Advisory
Maryland
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
Chesapeake Wealth Management
Virginia
$4.48M +$20.2K +936 +0.5%
PFA
277
Pinnacle Family Advisors
Missouri
$4.34M +$38.2K +1,775 +0.9%
AWM
278
Axxcess Wealth Management
California
$4.31M +$3.53M +163,806 +449%
FFA
279
Farther Finance Advisors
California
$4.31M +$329K +15,241 +8%
BPA
280
Beacon Pointe Advisors
California
$4.3M -$53.8K -2,500 -1%
BAM
281
Berkshire Asset Management
Pennsylvania
$4.29M -$47.4K -2,173 -1%
FPAS
282
Focus Partners Advisor Solutions
Missouri
$4.26M +$516K +23,985 +14%
BWM
283
Benchmark Wealth Management
Connecticut
$4.25M -$53.5K -2,485 -1%
MHR
284
Matthew Hamilton Rosenberg
$4.24M -$3.53K -164 -0.1%
VVP
285
Venture Visionary Partners
Ohio
$4.24M -$1.74K -81 -0%
CIA
286
Compass Ion Advisors
Pennsylvania
$4.23M +$240K +11,147 +6%
EH
287
Equitable Holdings
New York
$4.2M +$381K +17,709 +10%
AC
288
Avant Capital
Louisiana
$4.19M -$38.7K -1,797 -0.9%
NI
289
NYL Investors
New York
$4.14M -$444K -20,600 -10%
CAG
290
Crestwood Advisors Group
Massachusetts
$4.12M +$267K +12,402 +7%
SIM
291
Stratos Investment Management
Ohio
$4.07M +$4.07M +188,936 New
CPA
292
Clear Point Advisors
New York
$4.04M -$6.39K -297 -0.2%
GIP
293
Granite Investment Partners
California
$4.03M +$453K +21,060 +13%
IWC
294
Integrated Wealth Concepts
Massachusetts
$4.01M +$84.1K +3,906 +2%
OCG
295
Opus Capital Group
Ohio
$3.99M -$239K -11,078 -6%
CAM
296
Cozad Asset Management
Illinois
$3.96M -$12.5K -582 -0.3%
WAP
297
Wealthcare Advisory Partners
Pennsylvania
$3.89M -$167K -7,754 -4%
CI
298
CX Institutional
Indiana
$3.89M +$2.93M +136,189 +307%
CI
299
Cordant Inc
Oregon
$3.88M -$37.9K -1,759 -1%
AAP
300
Arax Advisory Partners
Colorado
$3.88M +$74.7K +3,470 +2%
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