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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 %
CIG
351
CHB Investment Group
Pennsylvania
$3.07M 128,938 -90 -0.1%
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
$3.06M 128,548 +8,897 +7%
CAM
353
Carret Asset Management
New York
$3.05M 127,912 -2,354 -2%
SMC
354
Smith, Moore & Co
Missouri
$3.01M 126,397 +12,066 +11%
SCM
355
SOL Capital Management
Maryland
$3.01M 126,364 +26,178 +26%
WPA
356
West Paces Advisors
Georgia
$3.01M 126,108 +19,725 +19%
WMWM
357
Wilkins Miller Wealth Management
Alabama
$2.95M 123,814 +7,849 +7%
FWP
358
FAS Wealth Partners
Kansas
$2.9M 121,874 +3,258 +3%
IWMA
359
Ironwood Wealth Management (Arizona)
Arizona
$2.9M 121,606 -43,857 -27%
CTWM
360
Cherry Tree Wealth Management
Minnesota
$2.9M 121,559 +782 +0.6%
RWM
361
Rialto Wealth Management
New York
$2.89M 121,377 -2,015 -2%
TWM
362
Thrive Wealth Management
Pennsylvania
$2.89M 121,310 +17,990 +17%
IC
363
IEQ Capital
California
$2.88M 120,819 +7,442 +7%
TWM
364
Topsail Wealth Management
North Carolina
$2.87M 120,390 -28,451 -19%
ZIC
365
ZWJ Investment Counsel
Georgia
$2.86M 120,033 -4,585 -4%
EWM
366
Empirical Wealth Management
Washington
$2.86M 120,000 -1,082 -0.9%
SC
367
SouthState Corp
Florida
$2.86M 119,878 +50 +0%
CAG
368
Csenge Advisory Group
Florida
$2.82M 124,011 -14,905 -11%
PS
369
Planned Solutions
California
$2.81M 117,996 -862 -0.7%
DFA
370
DHJJ Financial Advisors
Illinois
$2.81M 117,961 -6,943 -6%
EWP
371
Elevation Wealth Partners
California
$2.81M 117,805 -175 -0.1%
FC
372
Financial Consulate
Maryland
$2.8M 117,334 -4,561 -4%
BCI
373
Brinker Capital Investments
Pennsylvania
$2.79M 117,081 +12,604 +12%
TSWM
374
Triangle Securities Wealth Management
North Carolina
$2.78M 116,743 +13,852 +13%
MAG
375
Mayfair Advisory Group
Alabama
$2.78M 113,354 +6,166 +6%
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