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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,189 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, 485 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
15.94%
Holding in Top 10
135
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.65%
% of All Funds
1.81%
New
105
Increased
485
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 %
GG
401
Gleason Group
Kentucky
$2.48M +$23.2K +975 +0.9%
JHCP
402
Jackson Hole Capital Partners
Oklahoma
$2.46M +$167 +7 +0%
MAV
403
Mason & Associates (Virginia)
Virginia
$2.46M -$42.9K -1,801 -2%
VAF
404
Values Added Financial
District of Columbia
$2.43M -$27.1K -1,138 -1%
RTL
405
Red Tortoise LLC
Georgia
$2.43M +$3.65K +153 +0.2%
MG
406
Mather Group
Illinois
$2.4M -$53.8K -2,257 -2%
FG
407
Foster Group
Iowa
$2.4M +$102K +4,291 +4%
AIP
408
Almanack Investment Partners
Pennsylvania
$2.4M -$5.84M -244,938 -71%
SWM
409
Segment Wealth Management
Texas
$2.4M -$2.79K -117 -0.1%
AWM
410
Angeles Wealth Management
California
$2.39M +$2.27M +95,204 +1,895%
LA
411
LexAurum Advisors
Kansas
$2.38M +$1.03M +43,347 +76%
WWC
412
Waypoint Wealth Counsel
Georgia
$2.38M -$14.6K -611 -0.6%
GM
413
GeoWealth Management
Illinois
$2.37M +$322K +13,515 +16%
YIA
414
YHB Investment Advisors
Connecticut
$2.37M +$52.5K +2,203 +2%
OCM
415
Osterweis Capital Management
California
$2.37M -$2.75M – –
IWM
416
IHT Wealth Management
Illinois
$2.36M -$609K -25,544 -21%
GWWM
417
Great Waters Wealth Management
Minnesota
$2.35M -$85.7K -3,596 -4%
SFA
418
Souders Financial Advisors
Ohio
$2.35M -$518K -21,735 -18%
PWM
419
Perigon Wealth Management
California
$2.34M -$32.7K -1,374 -1%
FMP
420
Financial Management Professionals
Texas
$2.33M -$134K -5,633 -5%
EL
421
Essex LLC
Illinois
$2.31M -$24.7K -1,038 -1%
AIM
422
AMI Investment Management
Indiana
$2.31M -$91.5K -3,838 -4%
RWP
423
RWA Wealth Partners
Massachusetts
$2.31M -$303K -12,697 -12%
BFPW
424
BOK Financial Private Wealth
Colorado
$2.31M – – –
KeyBank National Association
425
KeyBank National Association
Ohio
$2.3M +$893K +37,485 +64%
15 16
17
18 19