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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 %
FC
376
Financial Consulate
Maryland
$2.8M -$109K -4,561 -4%
BCI
377
Brinker Capital Investments
Pennsylvania
$2.79M +$300K +12,604 +12%
TSWM
378
Triangle Securities Wealth Management
North Carolina
$2.78M +$330K +13,852 +13%
MAG
379
Mayfair Advisory Group
Alabama
$2.78M +$151K +6,166 +6%
CPA
380
Cathy Pareto & Associates
Florida
$2.77M +$223K +9,351 +9%
SA
381
Skyline Advisors
Washington
$2.76M +$370K +15,515 +15%
CFG
382
Chapman Financial Group
Hawaii
$2.76M +$2.76M +115,995 New
US Bancorp
383
US Bancorp
Minnesota
$2.75M +$1.11M +46,678 +68%
LCC
384
Lincoln Capital Corp
Rhode Island
$2.72M +$6.67K +280 +0.2%
MWM
385
Modera Wealth Management
New Jersey
$2.71M +$425K +17,848 +19%
GFA
386
Gallagher Fiduciary Advisors
Illinois
$2.66M +$2.55M +62,061,116 +2,296%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$2.61M -$60.1K -2,523 -2%
AFP
388
Ausdal Financial Partners
Iowa
$2.61M +$56K +2,352 +2%
LNWWM
389
Laird Norton Wetherby Wealth Management
California
$2.6M +$2.6M +109,244 New
SIC
390
Salem Investment Counselors
North Carolina
$2.6M -$43.4K -1,820 -2%
BCM
391
Boltwood Capital Management
California
$2.6M +$64.5K +2,705 +3%
TIAA Trust, National Association
392
TIAA Trust, National Association
North Carolina
$2.59M -$56K -2,352 -2%
EFP
393
Elser Financial Planning
Indiana
$2.58M +$88.1K +3,698 +4%
PNC Financial Services Group
394
PNC Financial Services Group
Pennsylvania
$2.57M -$168K -7,060 -6%
CSI
395
Cross Staff Investments
New York
$2.56M +$25.7K +1,077 +1%
Bank of Montreal
396
Bank of Montreal
Ontario, Canada
$2.55M +$306K +12,856 +14%
NRI
397
NFP Retirement Inc
California
$2.49M -$3.84K -161 -0.2%
PF
398
Penney Financial
Texas
$2.48M +$1.79M +75,093 +258%
WIC
399
Whitegate Investment Counselors
New Hampshire
$2.48M -$12.1K -509 -0.5%
GG
400
Gleason Group
Kentucky
$2.48M +$23.2K +975 +0.9%
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16
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