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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 %
BC
326
Brio Consultants
California
$3.53M 148,220 +69,320 +88%
ISWM
327
Independent Solutions Wealth Management
New York
$3.52M 147,594 +5,667 +4%
LRPA
328
L. Roy Papp & Associates
Arizona
$3.48M 146,061 +386 +0.3%
EM
329
ELCO Management
New York
$3.46M 145,356 +24,966 +21%
SIC
330
Sigma Investment Counselors
Michigan
$3.45M 144,757 +66,702 +85%
SCM
331
Spreng Capital Management
Ohio
$3.44M 144,360 -9,630 -6%
Koshinski Asset Management
332
Koshinski Asset Management
Illinois
$3.44M 144,156 -4,345 -3%
ACA
333
Atlas Capital Advisors
Wyoming
$3.42M 143,426 -22,762 -14%
LWANC
334
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.36M 80,093 +76,807 +2,337%
PA
335
Pineridge Advisors
Missouri
$3.34M 140,291 -195 -0.1%
EWA
336
EP Wealth Advisors
California
$3.29M 138,146 +28,455 +26%
TWG
337
The Wealth Group
Minnesota
$3.28M 137,791 -10,201 -7%
CA
338
Cambridge Advisors
Nebraska
$3.27M 137,043 -1,560 -1%
Pathstone Holdings
339
Pathstone Holdings
New Jersey
$3.26M 136,891 -149,077 -52%
RFA
340
RTD Financial Advisors
Pennsylvania
$3.24M 135,799 -960 -0.7%
ADL
341
Asset Dedication LLC
California
$3.23M 135,596 +4,525 +3%
RW
342
RVW Wealth
California
$3.22M 135,216 -582 -0.4%
LIG
343
Lokken Investment Group
Delaware
$3.16M 132,600 +5 +0%
FD
344
Financial Designs
California
$3.14M 131,676 -93 -0.1%
IF
345
Intrua Financial
Texas
$3.13M 131,441 -23,718 -15%
SAG
346
SageView Advisory Group
California
$3.13M 127,374 -11,341 -8%
S
347
Sachetta
Massachusetts
$3.1M 129,897 -603 -0.5%
GRP
348
Global Retirement Partners
California
$3.09M 129,657 +129,657 New
BWM
349
BCS Wealth Management
Tennessee
$3.09M 129,450 -352 -0.3%
CL
350
Choreo LLC
Illinois
$3.07M 128,972 +60,210 +88%
12 13
14
15 16