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Schwab US Broad Market ETF

1,170 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 79 funds opening new positions, 462 increasing their positions, 428 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $9.7M

34% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 59

8% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 428

0.24% more ownership

Funds ownership: 33.08%33.32% (+0.24%)

1% less funds holding

Funds holding: 1,1781,170 (-8)

5% less funds holding in top 10

Funds holding in top 10: 138131 (-7)

27% less capital invested

Capital invested by funds: $14.1B → $10.2B (-$3.85B)

Holders
1,170
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
15.69%
Holding in Top 10
131
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.07%
% of All Funds
1.76%
New
79
Increased
462
Reduced
428
Closed
59
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
301
Cordant Inc
Oregon
$3.88M -$40K -1,759 -1%
AAP
302
Arax Advisory Partners
Colorado
$3.88M +$78.9K +3,470 +2%
MA
303
MBA Advisors
Pennsylvania
$3.88M +$194K +8,545 +5%
AIM
304
Archer Investment Management
Texas
$3.79M -$1.02M -44,627 -20%
MIS
305
Morningstar Investment Services
Illinois
$3.77M -$2.44M -107,082 -38%
SOAG
306
Silver Oak Advisory Group
Oregon
$3.76M -$317K -13,944 -7%
KJWM
307
Kiley Juergens Wealth Management
Washington
$3.75M +$154K +6,772 +4%
NCM
308
Novare Capital Management
North Carolina
$3.73M +$19.3K +849 +0.5%
HCMT
309
Highland Capital Management (Tennessee)
Tennessee
$3.72M -$3.23K -142 -0.1%
AAMC
310
Asset Allocation & Management Company
Illinois
$3.66M +$2.91M +127,956 +304%
ACA
311
Aspire Capital Advisors
Washington
$3.61M -$53.3K -2,345 -1%
OCM
312
One Capital Management
California
$3.59M +$1.22M +53,820 +48%
ACA
313
Atlas Capital Advisors
Wyoming
$3.58M -$92.6K -4,071 -2%
AI
314
Axos Invest
Nevada
$3.58M +$124K +5,461 +3%
IWMA
315
Ironwood Wealth Management (Arizona)
Arizona
$3.56M -$58.8K -2,583 -2%
CPWM
316
Cypress Point Wealth Management
Texas
$3.5M -$226K -9,949 -6%
CFS
317
CRA Financial Services
New Jersey
$3.49M +$31.4K +1,381 +0.9%
AV
318
Aspiring Ventures
Ohio
$3.47M +$431K +18,943 +13%
NGA
319
Naples Global Advisors
Florida
$3.42M -$45.1K -1,981 -1%
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$3.41M +$1.79M +78,654 +99%
S
321
SignatureFD
Georgia
$3.35M -$51.2K -2,249 -1%
W
322
WealthCollab
Washington
$3.34M -$63.5K -2,792 -2%
IF
323
Intrua Financial
Texas
$3.34M -$7.72M -339,570 -69%
SCM
324
Spreng Capital Management
Ohio
$3.32M -$357K -15,674 -9%
Citigroup
325
Citigroup
New York
$3.3M +$137K +6,016 +4%

SCHB Hedge Fund Activity: Q1 2025 in Review

1,170 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2025, worth a combined $10.2B — down 27% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHB positions and 59 closed out — a net gain of 20 holders — while 462 added to existing stakes and 428 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $61.5M. The largest seller was Empower Advisory Group, cutting an estimated $98.1M.

  • 1,170 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2025, down from 1,178 in Q4 2024.
  • Funds reported $10.2B of Schwab US Broad Market ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 79 funds opened new Schwab US Broad Market ETF positions in Q1 2025 and 59 closed out, a net change of +20 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $61.5M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2025 was Empower Advisory Group, an estimated $98.1M sold.

Based on aggregated 13F filings for Q1 2025.