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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
AA
426
Advisory Alpha
Michigan
$2.07M +$253K +11,112 +13%
MWM
427
Modera Wealth Management
New Jersey
$2.06M +$5.94K +261 +0.3%
TC
428
TownSquare Capital
Utah
$2.05M +$1.29M +56,607 +147%
AMG
429
Asset Management Group
Connecticut
$2.04M -$102K -4,487 -5%
Bank of Montreal
430
Bank of Montreal
Ontario, Canada
$2.03M -$187K -8,200 -8%
HIC
431
Holderness Investments Company
North Carolina
$1.99M +$69.4K +3,049 +3%
MCA
432
Midwest Capital Advisors
Michigan
$1.98M +$260K +11,449 +14%
WCM
433
Weik Capital Management
Pennsylvania
$1.97M +$87K +3,825 +4%
VCAM
434
Van Cleef Asset Management
Ohio
$1.94M -$52.3K -2,300 -2%
OC
435
Optima Capital
Oregon
$1.94M -$377K -16,555 -16%
AWM
436
Adams Wealth Management
Utah
$1.93M +$87.9K +3,865 +5%
CI
437
CacheTech Inc
Utah
$1.93M +$87.9K +3,865 +5%
PA
438
Pinnacle Associates
New York
$1.93M -$60.3K -2,649 -3%
EPM
439
Elm Partners Management
Pennsylvania
$1.93M +$60.6K +2,664 +3%
GWA
440
Geometric Wealth Advisors
District of Columbia
$1.92M +$13K +571 +0.6%
BIA
441
Bigelow Investment Advisors
Maine
$1.91M -$78.4K -3,445 -4%
TYCC
442
Texas Yale Capital Corp
Florida
$1.9M +$2.8K +123 +0.1%
HR
443
Howe & Rusling
New York
$1.89M +$42.4K +1,865 +2%
TIA
444
Traphagen Investment Advisors
New Jersey
$1.88M -$88.4K -3,886 -4%
AA
445
Ancora Advisors
Ohio
$1.88M +$61.4K +2,699 +3%
P
446
&Partners
Tennessee
$1.87M -$635K -27,900 -24%
PIA
447
Panoramic Investment Advisors
Colorado
$1.86M -$8.37K -368 -0.4%
GM
448
GeoWealth Management
Illinois
$1.85M -$214K -9,425 -10%
RPWA
449
Regent Peak Wealth Advisors
Georgia
$1.85M -$45.5K -2,000 -2%
ATI
450
ARK & TLK Investments
Oklahoma
$1.85M

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.