SCHB icon

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 %
BWM
351
BCS Wealth Management
Tennessee
$2.8M -$234K -10,886 -8%
CIG
352
CHB Investment Group
Pennsylvania
$2.78M -$146K -6,770 -5%
JHC
353
J. Hagan Capital
Kentucky
$2.77M +$2.77M +121,917 New
CMBA
354
C.M. Bidwell & Associates
Hawaii
$2.76M -$65 -3 -0%
OCM
355
Osterweis Capital Management
California
$2.75M -$3.2M – –
AssetMark Inc
356
AssetMark Inc
California
$2.73M -$440K -20,416 -14%
DFA
357
DHJJ Financial Advisors
Illinois
$2.69M -$163K -7,584 -6%
ZIC
358
ZWJ Investment Counsel
Georgia
$2.68M -$78.8K -3,661 -3%
IWM
359
IHT Wealth Management
Illinois
$2.68M -$11.2K -521 -0.4%
RWM
360
Rialto Wealth Management
New York
$2.66M -$98K -4,554 -4%
FC
361
Financial Consulate
Maryland
$2.62M +$6.76K +314 +0.3%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$2.62M +$331K +17,306 +14%
EWM
363
Empirical Wealth Management
Washington
$2.61M +$593K +27,563 +29%
CTWM
364
Cherry Tree Wealth Management
Minnesota
$2.6M -$59.7K -2,772 -2%
EM
365
ELCO Management
New York
$2.59M +$313K +14,540 +14%
SFA
366
Souders Financial Advisors
Ohio
$2.59M -$2.32M -107,686 -47%
SC
367
SouthState Corp
Florida
$2.58M +$2.58M +119,828 New
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$2.58M -$36K -1,672 -1%
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
$2.56M +$2.56M +118,874 New
PS
370
Planned Solutions
California
$2.56M +$150K +6,961 +6%
FWP
371
FAS Wealth Partners
Kansas
$2.55M +$7.15K +332 +0.3%
QCM
372
Quantinno Capital Management
New York
$2.55M +$1.07M +49,904 +73%
EWP
373
Elevation Wealth Partners
California
$2.54M -$80.2K -3,725 -3%
WMWM
374
Wilkins Miller Wealth Management
Alabama
$2.5M +$51.3K +2,383 +2%
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$2.47M -$151K -6,998 -6%
13 14
15
16 17