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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 %
MG
401
Mather Group
Illinois
$2.4M 100,816 -2,257 -2%
FG
402
Foster Group
Iowa
$2.4M 100,640 +4,291 +4%
AIP
403
Almanack Investment Partners
Pennsylvania
$2.4M 100,593 -244,938 -71%
SWM
404
Segment Wealth Management
Texas
$2.4M 100,537 -117 -0.1%
AWM
405
Angeles Wealth Management
California
$2.39M 100,227 +95,204 +1,895%
LA
406
LexAurum Advisors
Kansas
$2.38M 100,040 +43,347 +76%
WWC
407
Waypoint Wealth Counsel
Georgia
$2.38M 100,030 -611 -0.6%
GM
408
GeoWealth Management
Illinois
$2.37M 99,655 +13,515 +16%
YIA
409
YHB Investment Advisors
Connecticut
$2.37M 99,482 +2,203 +2%
OCM
410
Osterweis Capital Management
California
– – – –
IWM
411
IHT Wealth Management
Illinois
$2.36M 98,968 -25,544 -21%
GWWM
412
Great Waters Wealth Management
Minnesota
$2.35M 98,650 -3,596 -4%
SFA
413
Souders Financial Advisors
Ohio
$2.35M 98,485 -21,735 -18%
PWM
414
Perigon Wealth Management
California
$2.34M 98,211 -1,374 -1%
FMP
415
Financial Management Professionals
Texas
$2.33M 97,836 -5,633 -5%
EL
416
Essex LLC
Illinois
$2.31M 96,986 -1,038 -1%
AIM
417
AMI Investment Management
Indiana
$2.31M 96,876 -3,838 -4%
RWP
418
RWA Wealth Partners
Massachusetts
$2.31M 96,875 -12,697 -12%
BFPW
419
BOK Financial Private Wealth
Colorado
$2.31M 96,777 – –
KeyBank National Association
420
KeyBank National Association
Ohio
$2.3M 96,393 +37,485 +64%
RWA
421
Redhawk Wealth Advisors
Minnesota
$2.28M 95,774 -18,201 -16%
PWMG
422
Prestige Wealth Management Group
New Jersey
$2.27M 95,388 -9,930 -9%
IA
423
Integrity Alliance
Iowa
$2.27M 95,326 +75,748 +387%
AMG
424
Asset Management Group
Connecticut
$2.27M 95,153 +278 +0.3%
HIC
425
Holderness Investments Company
North Carolina
$2.26M 94,995 +2,343 +3%
15 16
17
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