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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 %
GPFA
326
Game Plan Financial Advisors
Ohio
$3.55M +$49K +2,055 +1%
AIM
327
Archer Investment Management
Texas
$3.54M -$658K -27,607 -16%
BC
328
Brio Consultants
California
$3.53M +$1.65M +69,320 +88%
ISWM
329
Independent Solutions Wealth Management
New York
$3.52M +$135K +5,667 +4%
LRPA
330
L. Roy Papp & Associates
Arizona
$3.48M +$9.2K +386 +0.3%
EM
331
ELCO Management
New York
$3.46M +$595K +24,966 +21%
SIC
332
Sigma Investment Counselors
Michigan
$3.45M +$1.59M +66,702 +85%
SCM
333
Spreng Capital Management
Ohio
$3.44M -$229K -9,630 -6%
Koshinski Asset Management
334
Koshinski Asset Management
Illinois
$3.44M -$104K -4,345 -3%
ACA
335
Atlas Capital Advisors
Wyoming
$3.42M -$542K -22,762 -14%
LWANC
336
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.36M +$3.22M +76,807 +2,337%
PA
337
Pineridge Advisors
Missouri
$3.34M -$4.65K -195 -0.1%
EWA
338
EP Wealth Advisors
California
$3.29M +$678K +28,455 +26%
TWG
339
The Wealth Group
Minnesota
$3.28M -$243K -10,201 -7%
CA
340
Cambridge Advisors
Nebraska
$3.27M -$37.2K -1,560 -1%
Pathstone Holdings
341
Pathstone Holdings
New Jersey
$3.26M -$3.55M -149,077 -52%
RFA
342
RTD Financial Advisors
Pennsylvania
$3.24M -$22.9K -960 -0.7%
ADL
343
Asset Dedication LLC
California
$3.23M +$108K +4,525 +3%
RW
344
RVW Wealth
California
$3.22M -$13.9K -582 -0.4%
LIG
345
Lokken Investment Group
Delaware
$3.16M +$119 +5 +0%
FD
346
Financial Designs
California
$3.14M -$2.22K -93 -0.1%
IF
347
Intrua Financial
Texas
$3.13M -$565K -23,718 -15%
SAG
348
SageView Advisory Group
California
$3.13M -$279K -11,341 -8%
S
349
Sachetta
Massachusetts
$3.1M -$14.4K -603 -0.5%
GRP
350
Global Retirement Partners
California
$3.09M +$3.09M +129,657 New
12 13
14
15 16