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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 %
SMC
376
Smith, Moore & Co
Missouri
$2.46M -$17K -789 -0.7%
RWA
377
Redhawk Wealth Advisors
Minnesota
$2.45M -$1.12M -52,131 -31%
LCC
378
Lincoln Capital Corp
Rhode Island
$2.45M +$4.11K +191 +0.2%
IC
379
IEQ Capital
California
$2.44M +$1.62M +75,345 +198%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$2.41M +$169K +7,871 +8%
TIAA Trust, National Association
381
TIAA Trust, National Association
North Carolina
$2.39M +$31K +1,439 +1%
SIC
382
Salem Investment Counselors
North Carolina
$2.39M -$3.04K -141 -0.1%
SAM
383
Sawgrass Asset Management
Florida
$2.39M -$913K -42,410 -28%
EWA
384
EP Wealth Advisors
California
$2.36M -$32.8K -1,523 -1%
RWP
385
RWA Wealth Partners
Massachusetts
$2.36M +$12.3K +572 +0.5%
MFG
386
Merit Financial Group
Georgia
$2.35M +$2.35M +109,064 New
MAG
387
Mayfair Advisory Group
Alabama
$2.31M +$16.8K +782 +0.7%
AFP
388
Ausdal Financial Partners
Iowa
$2.3M -$1.96M -90,952 -46%
CPA
389
Cathy Pareto & Associates
Florida
$2.3M -$232K -10,766 -9%
Bank of New York Mellon
390
Bank of New York Mellon
New York
$2.29M +$270K +12,535 +13%
CSI
391
Cross Staff Investments
New York
$2.29M +$115K +5,356 +5%
WPA
392
West Paces Advisors
Georgia
$2.29M +$18.1K +840 +0.8%
BCM
393
Boltwood Capital Management
California
$2.29M -$57.4K -2,664 -2%
KBFS
394
Kohmann Bosshard Financial Services
Ohio
$2.29M -$301K -14,000 -12%
PWMG
395
Prestige Wealth Management Group
New Jersey
$2.27M -$456K -21,160 -17%
MAV
396
Mason & Associates (Virginia)
Virginia
$2.26M -$121K -5,624 -5%
WIC
397
Whitegate Investment Counselors
New Hampshire
$2.25M +$416K +19,307 +23%
EFP
398
Elser Financial Planning
Indiana
$2.25M -$5.81K -270 -0.3%
NRI
399
NFP Retirement Inc
California
$2.25M -$51.4K -2,387 -2%
OPS
400
Orion Portfolio Solutions
Nebraska
$2.25M +$496K +23,046 +28%
14 15
16
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