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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 %
OC
426
Optima Capital
Oregon
$2.24M 93,892 +3,902 +4%
HR
427
Howe & Rusling
New York
$2.19M 91,866 +4,176 +5%
AA
428
Advisory Alpha
Michigan
$2.18M 91,443 -4,791 -5%
WCM
429
Weik Capital Management
Pennsylvania
$2.17M 91,155 -145 -0.2%
MCA
430
Midwest Capital Advisors
Michigan
$2.17M 91,059 -926 -1%
Baird Financial Group
431
Baird Financial Group
Wisconsin
$2.15M 90,329 +38,514 +74%
CI
432
CX Institutional
Indiana
$2.14M 89,795 -90,742 -50%
GWA
433
Geometric Wealth Advisors
District of Columbia
$2.14M 89,666 +377 +0.4%
EPM
434
Elm Partners Management
Pennsylvania
$2.13M 89,525 -61 -0.1%
BCM
435
Barden Capital Management
Texas
$2.12M 88,773 +3,929 +5%
TYCC
436
Texas Yale Capital Corp
Florida
$2.11M 88,351 – –
MAM
437
McCarthy Asset Management
California
$2.1M 88,061 -10,487 -11%
AA
438
Ancora Advisors
Ohio
$2.1M 87,975 +620 +0.7%
NW
439
NewEdge Wealth
Pennsylvania
$2.09M 85,655 +35,247 +70%
BIA
440
Bigelow Investment Advisors
Maine
$2.09M 87,563 -1,103 -1%
APG
441
Abacus Planning Group
South Carolina
$2.08M 87,406 +47,461 +119%
P
442
&Partners
Tennessee
$2.08M 86,045 -1,237 -1%
PIA
443
Panoramic Investment Advisors
Colorado
$2.08M 87,307 +802 +0.9%
OA
444
Operose Advisors
Wisconsin
$2.07M 86,841 +1,388 +2%
TIA
445
Traphagen Investment Advisors
New Jersey
$2.06M 86,528 -891 -1%
HI
446
Hendershot Investments
Virginia
$2.04M 85,750 +1,682 +2%
ATI
447
ARK & TLK Investments
Oklahoma
$2.04M 85,569 -153 -0.2%
VCAM
448
Van Cleef Asset Management
Ohio
$2.02M 84,793 -5,355 -6%
OCM
449
One Capital Management
California
$2.01M 84,381 -82,481 -49%
KCP
450
Kera Capital Partners
California
$1.99M 83,703 +982 +1%
16 17
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