SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,157 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, 456 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.72%
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
456
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 %
MA
301
MBA Advisors
Pennsylvania
$3.88M +$184K +8,545 +5%
AIM
302
Archer Investment Management
Texas
$3.79M -$961K -44,627 -20%
MIS
303
Morningstar Investment Services
Illinois
$3.77M -$2.31M -107,082 -38%
SOAG
304
Silver Oak Advisory Group
Oregon
$3.76M -$300K -13,944 -7%
KJWM
305
Kiley Juergens Wealth Management
Washington
$3.75M +$146K +6,772 +4%
NCM
306
Novare Capital Management
North Carolina
$3.73M +$18.3K +849 +0.5%
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$3.72M -$3.06K -142 -0.1%
AAMC
308
Asset Allocation & Management Company
Illinois
$3.66M +$2.76M +127,956 +304%
ACA
309
Aspire Capital Advisors
Washington
$3.61M -$50.5K -2,345 -1%
OCM
310
One Capital Management
California
$3.59M +$1.16M +53,820 +48%
ACA
311
Atlas Capital Advisors
Wyoming
$3.58M -$87.6K -4,071 -2%
AI
312
Axos Invest
Nevada
$3.58M +$118K +5,461 +3%
IWMA
313
Ironwood Wealth Management (Arizona)
Arizona
$3.56M -$55.6K -2,583 -2%
CPWM
314
Cypress Point Wealth Management
Texas
$3.5M -$214K -9,949 -6%
CFS
315
CRA Financial Services
New Jersey
$3.49M +$29.7K +1,381 +0.9%
AV
316
Aspiring Ventures
Ohio
$3.47M +$409K +18,943 +13%
NGA
317
Naples Global Advisors
Florida
$3.42M -$42.7K -1,981 -1%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$3.41M +$1.69M +78,654 +99%
S
319
SignatureFD
Georgia
$3.35M -$48.4K -2,249 -1%
W
320
WealthCollab
Washington
$3.34M -$60.1K -2,792 -2%
IF
321
Intrua Financial
Texas
$3.34M -$7.31M -339,570 -69%
SCM
322
Spreng Capital Management
Ohio
$3.32M -$337K -15,674 -9%
Citigroup
323
Citigroup
New York
$3.3M +$130K +6,016 +4%
TIM
324
Tortoise Investment Management
New York
$3.28M -$280K -13,007 -8%
KF
325
Krilogy Financial
Missouri
$3.25M -$132K -6,122 -4%
11 12
13
14 15