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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 %
AMG
426
Asset Management Group
Connecticut
$2.04M -$96.6K -4,487 -5%
Bank of Montreal
427
Bank of Montreal
Ontario, Canada
$2.03M -$177K -8,200 -8%
HIC
428
Holderness Investments Company
North Carolina
$1.99M +$65.6K +3,049 +3%
MCA
429
Midwest Capital Advisors
Michigan
$1.98M +$246K +11,449 +14%
WCM
430
Weik Capital Management
Pennsylvania
$1.97M +$82.4K +3,825 +4%
VCAM
431
Van Cleef Asset Management
Ohio
$1.94M -$49.5K -2,300 -2%
OC
432
Optima Capital
Oregon
$1.94M -$356K -16,555 -16%
CI
433
CacheTech Inc
Utah
$1.93M +$83.2K +3,865 +5%
AWM
434
Adams Wealth Management
Utah
$1.93M +$83.2K +3,865 +5%
PA
435
Pinnacle Associates
New York
$1.93M -$57K -2,649 -3%
EPM
436
Elm Partners Management
Pennsylvania
$1.93M +$57.4K +2,664 +3%
GWA
437
Geometric Wealth Advisors
District of Columbia
$1.92M +$12.3K +571 +0.6%
BIA
438
Bigelow Investment Advisors
Maine
$1.91M -$74.2K -3,445 -4%
TYCC
439
Texas Yale Capital Corp
Florida
$1.9M +$2.65K +123 +0.1%
HR
440
Howe & Rusling
New York
$1.89M +$40.2K +1,865 +2%
TIA
441
Traphagen Investment Advisors
New Jersey
$1.88M -$83.7K -3,886 -4%
AA
442
Ancora Advisors
Ohio
$1.88M +$58.1K +2,699 +3%
P
443
&Partners
Tennessee
$1.87M -$598K -27,900 -24%
PIA
444
Panoramic Investment Advisors
Colorado
$1.86M -$7.92K -368 -0.4%
GM
445
GeoWealth Management
Illinois
$1.85M -$203K -9,425 -10%
RPWA
446
Regent Peak Wealth Advisors
Georgia
$1.85M -$43.1K -2,000 -2%
ATI
447
ARK & TLK Investments
Oklahoma
$1.85M – – –
OA
448
Operose Advisors
Wisconsin
$1.84M +$5.62K +261 +0.3%
CA
449
CGN Advisors
Kansas
$1.83M -$79.4K -3,687 -4%
BCM
450
Barden Capital Management
Texas
$1.83M +$84.4K +3,922 +5%
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