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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 %
CPA
376
Cathy Pareto & Associates
Florida
$2.77M 116,354 +9,351 +9%
SA
377
Skyline Advisors
Washington
$2.76M 116,006 +15,515 +15%
CFG
378
Chapman Financial Group
Hawaii
$2.76M 115,995 +115,995 New
US Bancorp
379
US Bancorp
Minnesota
$2.75M 115,304 +46,678 +68%
LCC
380
Lincoln Capital Corp
Rhode Island
$2.72M 113,969 +280 +0.2%
MWM
381
Modera Wealth Management
New Jersey
$2.71M 113,653 +17,848 +19%
GFA
382
Gallagher Fiduciary Advisors
Illinois
$2.66M 64,764,324 +62,061,116 +2,296%
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$2.61M 109,403 -2,523 -2%
AFP
384
Ausdal Financial Partners
Iowa
$2.61M 109,389 +2,352 +2%
LNWWM
385
Laird Norton Wetherby Wealth Management
California
$2.6M 109,244 +109,244 New
SIC
386
Salem Investment Counselors
North Carolina
$2.6M 109,172 -1,820 -2%
BCM
387
Boltwood Capital Management
California
$2.6M 108,965 +2,705 +3%
TIAA Trust, National Association
388
TIAA Trust, National Association
North Carolina
$2.59M 108,739 -2,352 -2%
EFP
389
Elser Financial Planning
Indiana
$2.58M 108,325 +3,698 +4%
PNC Financial Services Group
390
PNC Financial Services Group
Pennsylvania
$2.57M 107,772 -7,060 -6%
CSI
391
Cross Staff Investments
New York
$2.56M 107,519 +1,077 +1%
Bank of Montreal
392
Bank of Montreal
Ontario, Canada
$2.55M 107,050 +12,856 +14%
NRI
393
NFP Retirement Inc
California
$2.49M 104,411 -161 -0.2%
PF
394
Penney Financial
Texas
$2.48M 104,248 +75,093 +258%
WIC
395
Whitegate Investment Counselors
New Hampshire
$2.48M 104,159 -509 -0.5%
GG
396
Gleason Group
Kentucky
$2.48M 104,041 +975 +0.9%
JHCP
397
Jackson Hole Capital Partners
Oklahoma
$2.46M 103,424 +7 +0%
MAV
398
Mason & Associates (Virginia)
Virginia
$2.46M 103,162 -1,801 -2%
VAF
399
Values Added Financial
District of Columbia
$2.43M 102,005 -1,138 -1%
RTL
400
Red Tortoise LLC
Georgia
$2.43M 101,871 +153 +0.2%
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