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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 %
BWM
351
BCS Wealth Management
Tennessee
$3.09M -$8.39K -352 -0.3%
CL
352
Choreo LLC
Illinois
$3.07M +$1.43M +60,210 +88%
CIG
353
CHB Investment Group
Pennsylvania
$3.07M -$2.15K -90 -0.1%
Janney Montgomery Scott
354
Janney Montgomery Scott
Pennsylvania
$3.06M +$212K +8,897 +7%
CAM
355
Carret Asset Management
New York
$3.05M -$56.1K -2,354 -2%
CMBA
356
C.M. Bidwell & Associates
Hawaii
$3.04M -$21.8K -913 -0.7%
SMC
357
Smith, Moore & Co
Missouri
$3.01M +$288K +12,066 +11%
SCM
358
SOL Capital Management
Maryland
$3.01M +$624K +26,178 +26%
WPA
359
West Paces Advisors
Georgia
$3.01M +$470K +19,725 +19%
WMWM
360
Wilkins Miller Wealth Management
Alabama
$2.95M +$187K +7,849 +7%
FWP
361
FAS Wealth Partners
Kansas
$2.9M +$77.6K +3,258 +3%
IWMA
362
Ironwood Wealth Management (Arizona)
Arizona
$2.9M -$1.05M -43,857 -27%
CTWM
363
Cherry Tree Wealth Management
Minnesota
$2.9M +$18.6K +782 +0.6%
RWM
364
Rialto Wealth Management
New York
$2.89M -$48K -2,015 -2%
TWM
365
Thrive Wealth Management
Pennsylvania
$2.89M +$429K +17,990 +17%
IC
366
IEQ Capital
California
$2.88M +$177K +7,442 +7%
TWM
367
Topsail Wealth Management
North Carolina
$2.87M -$678K -28,451 -19%
ZIC
368
ZWJ Investment Counsel
Georgia
$2.86M -$109K -4,585 -4%
EWM
369
Empirical Wealth Management
Washington
$2.86M -$25.8K -1,082 -0.9%
SC
370
SouthState Corp
Florida
$2.86M +$1.19K +50 +0%
CAG
371
Csenge Advisory Group
Florida
$2.82M -$339K -14,905 -11%
PS
372
Planned Solutions
California
$2.81M -$20.5K -862 -0.7%
DFA
373
DHJJ Financial Advisors
Illinois
$2.81M -$165K -6,943 -6%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$2.81M -$453K -18,996 -14%
EWP
375
Elevation Wealth Partners
California
$2.81M -$4.17K -175 -0.1%
13 14
15
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