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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 %
Jane Street
301
Jane Street
New York
$4.16M +$3.42M +143,358 +459%
HCMT
302
Highland Capital Management (Tennessee)
Tennessee
$4.11M -$2.17K -91 -0.1%
LIWM
303
Long Island Wealth Management
New York
$4.05M -$9.22M -386,900 -69%
NCM
304
Novare Capital Management
North Carolina
$4.03M -$97K -4,069 -2%
PA
305
Planning Alternatives
Michigan
$3.99M +$458K +19,238 +13%
CFS
306
CRA Financial Services
New Jersey
$3.96M +$93.6K +3,928 +2%
MFG
307
Merit Financial Group
Georgia
$3.95M +$1.35M +56,857 +52%
AV
308
Aspiring Ventures
Ohio
$3.93M +$104K +4,360 +3%
SOAG
309
Silver Oak Advisory Group
Oregon
$3.91M -$250K -10,514 -6%
OCG
310
Opus Capital Group
Ohio
$3.89M -$522K -21,890 -12%
CPWM
311
Cypress Point Wealth Management
Texas
$3.89M +$16.4K +690 +0.4%
DCM
312
Donaldson Capital Management
Indiana
$3.87M +$302K +12,672 +8%
ACA
313
Aspire Capital Advisors
Washington
$3.86M -$137K -5,752 -3%
MCCA
314
Mill Creek Capital Advisors
Pennsylvania
$3.86M +$3.86M +161,814 New
LWL
315
Leo Wealth LLC
Texas
$3.84M +$3.84M +161,270 New
JIR
316
James Investment Research
Ohio
$3.84M +$269K +11,294 +8%
AI
317
Axos Invest
Nevada
$3.8M -$160K -6,695 -4%
Citigroup
318
Citigroup
New York
$3.8M +$146K +6,128 +4%
AAG
319
Avalon Advisory Group
Pennsylvania
$3.79M +$439K +18,408 +13%
NGA
320
Naples Global Advisors
Florida
$3.78M -$1.22K -51 -0%
MHR
321
Matthew Hamilton Rosenberg
$3.76M -$932K -39,097 -20%
S
322
SignatureFD
Georgia
$3.71M -$596 -25 -0%
TIM
323
Tortoise Investment Management
New York
$3.68M +$46K +1,930 +1%
W
324
WealthCollab
Washington
$3.63M -$73.8K -3,096 -2%
KF
325
Krilogy Financial
Missouri
$3.57M -$23.9K -1,003 -0.7%
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