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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,158 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, 457 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.73%
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
457
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 %
JIR
326
James Investment Research
Ohio
$3.23M +$523K +24,314 +19%
DCM
327
Donaldson Capital Management
Indiana
$3.22M +$245K +11,373 +8%
TWM
328
Topsail Wealth Management
North Carolina
$3.2M +$111K +5,133 +4%
Koshinski Asset Management
329
Koshinski Asset Management
Illinois
$3.2M +$59.4K +2,761 +2%
PA
330
Planning Alternatives
Michigan
$3.19M -$68.5K -3,183 -2%
TWG
331
The Wealth Group
Minnesota
$3.19M -$7.21K -335 -0.2%
GPFA
332
Game Plan Financial Advisors
Ohio
$3.16M -$22.1K -1,028 -0.7%
LRPA
333
L. Roy Papp & Associates
Arizona
$3.14M -$43K -1,997 -1%
RWM
334
RKL Wealth Management
Pennsylvania
$3.13M -$375K -17,414 -11%
ISWM
335
Independent Solutions Wealth Management
New York
$3.06M +$110K +5,109 +4%
JWBC
336
John W. Brooker & Co
California
$3.04M +$12.9K +599 +0.4%
AAG
337
Avalon Advisory Group
Pennsylvania
$3.03M -$561K -26,065 -16%
PA
338
Pineridge Advisors
Missouri
$3.02M -$169K -7,858 -5%
SAG
339
SageView Advisory Group
California
$2.99M -$18.8K -874 -0.6%
CA
340
Cambridge Advisors
Nebraska
$2.98M +$7.23K +336 +0.2%
RFA
341
RTD Financial Advisors
Pennsylvania
$2.94M -$159K -7,384 -5%
RW
342
RVW Wealth
California
$2.92M +$151K +7,017 +5%
LIG
343
Lokken Investment Group
Delaware
$2.85M -$13.5K -625 -0.5%
CFGA
344
Cambridge Financial Group (Arizona)
Arizona
$2.84M +$51K +2,369 +2%
QCG
345
Quadrant Capital Group
Ohio
$2.84M -$889K -41,292 -24%
FD
346
Financial Designs
California
$2.84M +$101K +4,701 +4%
ADL
347
Asset Dedication LLC
California
$2.82M -$1.73M -80,419 -38%
CAG
348
Csenge Advisory Group
Florida
$2.81M +$31.7K +1,565 +1%
S
349
Sachetta
Massachusetts
$2.81M -$123K -5,690 -4%
CAM
350
Carret Asset Management
New York
$2.8M +$170K +7,894 +6%
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