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Schwab US Broad Market ETF

1,170 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 79 funds opening new positions, 462 increasing their positions, 428 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $9.7M

34% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 59

8% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 428

0.24% more ownership

Funds ownership: 33.08%33.32% (+0.24%)

1% less funds holding

Funds holding: 1,1781,170 (-8)

5% less funds holding in top 10

Funds holding in top 10: 138131 (-7)

27% less capital invested

Capital invested by funds: $14.1B → $10.2B (-$3.85B)

Holders
1,170
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
15.69%
Holding in Top 10
131
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.07%
% of All Funds
1.76%
New
79
Increased
462
Reduced
428
Closed
59
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
401
NFP Retirement Inc
California
$2.25M -$54.3K -2,387 -2%
BCI
402
Brinker Capital Investments
Pennsylvania
$2.25M +$524K +23,046 +28%
OPS
403
Orion Portfolio Solutions
Nebraska
$2.25M +$524K +23,046 +28%
FMP
404
Financial Management Professionals
Texas
$2.23M -$71.8K -3,158 -3%
JHCP
405
Jackson Hole Capital Partners
Oklahoma
$2.23M -$4.37K -192 -0.2%
TWM
406
Thrive Wealth Management
Pennsylvania
$2.22M +$437K +19,195 +23%
VAF
407
Values Added Financial
District of Columbia
$2.22M -$59.3K -2,606 -2%
MG
408
Mather Group
Illinois
$2.22M -$448K -19,681 -16%
GG
409
Gleason Group
Kentucky
$2.22M +$26.5K +1,164 +1%
TSWM
410
Triangle Securities Wealth Management
North Carolina
$2.22M +$108K +4,748 +5%
GWWM
411
Great Waters Wealth Management
Minnesota
$2.2M -$61.3K -2,696 -3%
RTL
412
Red Tortoise LLC
Georgia
$2.19M -$432K -18,995 -16%
MWA
413
Medallion Wealth Advisors
Connecticut
$2.18M +$363K +15,951 +19%
AIM
414
AMI Investment Management
Indiana
$2.17M -$21.9K -962 -0.9%
SWM
415
Segment Wealth Management
Texas
$2.17M +$7.28K +320 +0.3%
WWC
416
Waypoint Wealth Counsel
Georgia
$2.17M +$27.3K +1,199 +1%
SA
417
Skyline Advisors
Washington
$2.16M +$227 +10 +0%
SCM
418
SOL Capital Management
Maryland
$2.16M +$444K +19,502 +24%
PWM
419
Perigon Wealth Management
California
$2.14M -$9.01K -396 -0.4%
Tudor Investment Corp
420
Tudor Investment Corp
Connecticut
$2.13M -$1.54M -67,914 -41%
MAM
421
McCarthy Asset Management
California
$2.12M -$90K -3,958 -4%
EL
422
Essex LLC
Illinois
$2.11M -$52.6K -2,312 -2%
YIA
423
YHB Investment Advisors
Connecticut
$2.09M +$40.3K +1,772 +2%
BFPW
424
BOK Financial Private Wealth
Colorado
$2.08M
FG
425
Foster Group
Iowa
$2.07M +$17.7K +777 +0.8%

SCHB Hedge Fund Activity: Q1 2025 in Review

1,170 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2025, worth a combined $10.2B — down 27% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHB positions and 59 closed out — a net gain of 20 holders — while 462 added to existing stakes and 428 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $61.5M. The largest seller was Empower Advisory Group, cutting an estimated $98.1M.

  • 1,170 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2025, down from 1,178 in Q4 2024.
  • Funds reported $10.2B of Schwab US Broad Market ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 79 funds opened new Schwab US Broad Market ETF positions in Q1 2025 and 59 closed out, a net change of +20 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $61.5M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2025 was Empower Advisory Group, an estimated $98.1M sold.

Based on aggregated 13F filings for Q1 2025.