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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 %
BCI
401
Brinker Capital Investments
Pennsylvania
$2.25M +$496K +23,046 +28%
FMP
402
Financial Management Professionals
Texas
$2.23M -$68K -3,158 -3%
JHCP
403
Jackson Hole Capital Partners
Oklahoma
$2.23M -$4.13K -192 -0.2%
TWM
404
Thrive Wealth Management
Pennsylvania
$2.22M +$413K +19,195 +23%
VAF
405
Values Added Financial
District of Columbia
$2.22M -$56.1K -2,606 -2%
MG
406
Mather Group
Illinois
$2.22M -$424K -19,681 -16%
GG
407
Gleason Group
Kentucky
$2.22M +$25.1K +1,164 +1%
TSWM
408
Triangle Securities Wealth Management
North Carolina
$2.22M +$102K +4,748 +5%
GWWM
409
Great Waters Wealth Management
Minnesota
$2.2M -$58K -2,696 -3%
RTL
410
Red Tortoise LLC
Georgia
$2.19M -$409K -18,995 -16%
AIM
411
AMI Investment Management
Indiana
$2.17M -$20.7K -962 -0.9%
SWM
412
Segment Wealth Management
Texas
$2.17M +$6.89K +320 +0.3%
WWC
413
Waypoint Wealth Counsel
Georgia
$2.17M +$25.8K +1,199 +1%
SA
414
Skyline Advisors
Washington
$2.16M +$215 +10 +0%
SCM
415
SOL Capital Management
Maryland
$2.16M +$420K +19,502 +24%
PWM
416
Perigon Wealth Management
California
$2.14M -$8.53K -396 -0.4%
Tudor Investment Corp
417
Tudor Investment Corp
Connecticut
$2.13M -$1.46M -67,914 -41%
MAM
418
McCarthy Asset Management
California
$2.12M -$85.2K -3,958 -4%
EL
419
Essex LLC
Illinois
$2.11M -$49.8K -2,312 -2%
YIA
420
YHB Investment Advisors
Connecticut
$2.09M +$38.2K +1,772 +2%
BFPW
421
BOK Financial Private Wealth
Colorado
$2.08M – – –
FG
422
Foster Group
Iowa
$2.07M +$16.7K +777 +0.8%
AA
423
Advisory Alpha
Michigan
$2.07M +$239K +11,112 +13%
MWM
424
Modera Wealth Management
New Jersey
$2.06M +$5.62K +261 +0.3%
TC
425
TownSquare Capital
Utah
$2.05M +$1.22M +56,607 +147%
15 16
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