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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
TIM
326
Tortoise Investment Management
New York
$3.28M -$296K -13,007 -8%
KF
327
Krilogy Financial
Missouri
$3.25M -$139K -6,122 -4%
JIR
328
James Investment Research
Ohio
$3.23M +$553K +24,314 +19%
DCM
329
Donaldson Capital Management
Indiana
$3.22M +$259K +11,373 +8%
TWM
330
Topsail Wealth Management
North Carolina
$3.2M +$117K +5,133 +4%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$3.2M +$62.8K +2,761 +2%
PA
332
Planning Alternatives
Michigan
$3.19M -$72.4K -3,183 -2%
TWG
333
The Wealth Group
Minnesota
$3.19M -$7.62K -335 -0.2%
GPFA
334
Game Plan Financial Advisors
Ohio
$3.16M -$23.4K -1,028 -0.7%
LRPA
335
L. Roy Papp & Associates
Arizona
$3.14M -$45.4K -1,997 -1%
RWM
336
RKL Wealth Management
Pennsylvania
$3.13M -$396K -17,414 -11%
ISWM
337
Independent Solutions Wealth Management
New York
$3.06M +$116K +5,109 +4%
JWBC
338
John W. Brooker & Co
California
$3.04M +$13.6K +599 +0.4%
AAG
339
Avalon Advisory Group
Pennsylvania
$3.03M -$593K -26,065 -16%
PA
340
Pineridge Advisors
Missouri
$3.02M -$179K -7,858 -5%
SAG
341
SageView Advisory Group
California
$2.99M -$19.9K -874 -0.6%
CA
342
Cambridge Advisors
Nebraska
$2.98M +$7.64K +336 +0.2%
RFA
343
RTD Financial Advisors
Pennsylvania
$2.94M -$168K -7,384 -5%
RW
344
RVW Wealth
California
$2.92M +$160K +7,017 +5%
LIG
345
Lokken Investment Group
Delaware
$2.85M -$14.2K -625 -0.5%
CFGA
346
Cambridge Financial Group (Arizona)
Arizona
$2.84M +$53.9K +2,369 +2%
QCG
347
Quadrant Capital Group
Ohio
$2.84M -$939K -41,292 -24%
FD
348
Financial Designs
California
$2.84M +$107K +4,701 +4%
ADL
349
Asset Dedication LLC
California
$2.82M -$1.83M -80,419 -38%
CAG
350
Csenge Advisory Group
Florida
$2.81M +$35.6K +1,565 +1%

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.