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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 %
LIWM
301
Long Island Wealth Management
New York
$4.05M 170,163 -386,900 -69%
NCM
302
Novare Capital Management
North Carolina
$4.03M 169,197 -4,069 -2%
PA
303
Planning Alternatives
Michigan
$3.99M 167,388 +19,238 +13%
CFS
304
CRA Financial Services
New Jersey
$3.96M 165,976 +3,928 +2%
MFG
305
Merit Financial Group
Georgia
$3.95M 165,921 +56,857 +52%
AV
306
Aspiring Ventures
Ohio
$3.93M 165,124 +4,360 +3%
SOAG
307
Silver Oak Advisory Group
Oregon
$3.91M 163,945 -10,514 -6%
OCG
308
Opus Capital Group
Ohio
$3.89M 163,202 -21,890 -12%
CPWM
309
Cypress Point Wealth Management
Texas
$3.89M 163,152 +690 +0.4%
DCM
310
Donaldson Capital Management
Indiana
$3.87M 162,204 +12,672 +8%
ACA
311
Aspire Capital Advisors
Washington
$3.86M 161,937 -5,752 -3%
MCCA
312
Mill Creek Capital Advisors
Pennsylvania
$3.86M 161,814 +161,814 New
LWL
313
Leo Wealth LLC
Texas
$3.84M 161,270 +161,270 New
JIR
314
James Investment Research
Ohio
$3.84M 161,101 +11,294 +8%
AI
315
Axos Invest
Nevada
$3.8M 159,427 -6,695 -4%
Citigroup
316
Citigroup
New York
$3.8M 159,270 +6,128 +4%
AAG
317
Avalon Advisory Group
Pennsylvania
$3.79M 159,033 +18,408 +13%
NGA
318
Naples Global Advisors
Florida
$3.78M 158,652 -51 -0%
MHR
319
Matthew Hamilton Rosenberg
$3.76M 157,823 -39,097 -20%
S
320
SignatureFD
Georgia
$3.71M 155,541 -25 -0%
TIM
321
Tortoise Investment Management
New York
$3.68M 154,301 +1,930 +1%
W
322
WealthCollab
Washington
$3.63M 152,194 -3,096 -2%
KF
323
Krilogy Financial
Missouri
$3.57M 149,836 -1,003 -0.7%
GPFA
324
Game Plan Financial Advisors
Ohio
$3.55M 148,897 +2,055 +1%
AIM
325
Archer Investment Management
Texas
$3.54M 148,566 -27,607 -16%
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