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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 %
RWM
276
Ritholtz Wealth Management
New York
$4.82M +$3.15M +132,223 +189%
PIM
277
Pullen Investment Management
Florida
$4.8M -$677K -28,429 -12%
NI
278
NYL Investors
New York
$4.76M +$179K +7,507 +4%
AWM
279
Axxcess Wealth Management
California
$4.76M -$9.82K -412 -0.2%
WCM
280
Whitener Capital Management
North Carolina
$4.75M -$258K -10,843 -5%
BWM
281
Benchmark Wealth Management
Connecticut
$4.7M -$1.03K -43 -0%
BAM
282
Berkshire Asset Management
Pennsylvania
$4.7M +$11K +460 +0.2%
VVP
283
Venture Visionary Partners
Ohio
$4.69M +$2.07K +87 +0%
BPA
284
Beacon Pointe Advisors
California
$4.67M -$85K -3,566 -2%
AC
285
Avant Capital
Louisiana
$4.61M -$23.4K -982 -0.5%
CIA
286
Compass Ion Advisors
Pennsylvania
$4.6M -$83.4K -3,499 -2%
CAG
287
Crestwood Advisors Group
Massachusetts
$4.56M -$1.98K -83 -0%
CFGL
288
Cambridge Financial Group, LLC
Arizona
$4.52M +$1.38M +57,856 +44%
JF
289
Joule Financial
Kentucky
$4.52M +$3.49M +146,542 +339%
OFS
290
OneAscent Financial Services
Alabama
$4.51M -$4.41M -185,236 -49%
MA
291
MBA Advisors
Pennsylvania
$4.46M +$165K +6,920 +4%
BIP
292
Blueprint Investment Partners
North Carolina
$4.42M -$2.88M -120,722 -39%
GIP
293
Granite Investment Partners
California
$4.41M -$51.6K -2,164 -1%
CPA
294
Clear Point Advisors
New York
$4.4M -$69K -2,894 -2%
CAM
295
Cozad Asset Management
Illinois
$4.39M – – –
Citadel Advisors
296
Citadel Advisors
Florida
$4.31M +$4.31M +180,954 New
WAP
297
Wealthcare Advisory Partners
Pennsylvania
$4.28M -$25K -1,051 -0.6%
KJWM
298
Kiley Juergens Wealth Management
Washington
$4.26M +$106K +4,460 +3%
LBC
299
Lowe Brockenbrough & Co
Virginia
$4.2M -$942K -39,525 -18%
AAP
300
Arax Advisory Partners
Colorado
$4.19M -$197K -8,065 -4%
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