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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,188 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, 484 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+30
Holders Change %
+2.59%
% of All Funds
15.93%
Holding in Top 10
134
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.88%
% of All Funds
1.8%
New
105
Increased
484
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 %
PWMG
426
Prestige Wealth Management Group
New Jersey
$2.27M -$237K -9,930 -9%
IA
427
Integrity Alliance
Iowa
$2.27M +$1.81M +75,748 +387%
AMG
428
Asset Management Group
Connecticut
$2.27M +$6.63K +278 +0.3%
HIC
429
Holderness Investments Company
North Carolina
$2.26M +$55.8K +2,343 +3%
OC
430
Optima Capital
Oregon
$2.24M +$93K +3,902 +4%
HR
431
Howe & Rusling
New York
$2.19M +$99.5K +4,176 +5%
AA
432
Advisory Alpha
Michigan
$2.18M -$114K -4,791 -5%
WCM
433
Weik Capital Management
Pennsylvania
$2.17M -$3.46K -145 -0.2%
MCA
434
Midwest Capital Advisors
Michigan
$2.17M -$22.1K -926 -1%
Baird Financial Group
435
Baird Financial Group
Wisconsin
$2.15M +$918K +38,514 +74%
CI
436
CX Institutional
Indiana
$2.14M -$2.16M -90,742 -50%
GWA
437
Geometric Wealth Advisors
District of Columbia
$2.14M +$8.98K +377 +0.4%
EPM
438
Elm Partners Management
Pennsylvania
$2.13M -$1.45K -61 -0.1%
BCM
439
Barden Capital Management
Texas
$2.12M +$93.6K +3,929 +5%
TYCC
440
Texas Yale Capital Corp
Florida
$2.11M – – –
MAM
441
McCarthy Asset Management
California
$2.1M -$250K -10,487 -11%
AA
442
Ancora Advisors
Ohio
$2.1M +$14.8K +620 +0.7%
NW
443
NewEdge Wealth
Pennsylvania
$2.09M +$859K +35,247 +70%
BIA
444
Bigelow Investment Advisors
Maine
$2.09M -$26.3K -1,103 -1%
APG
445
Abacus Planning Group
South Carolina
$2.08M +$1.13M +47,461 +119%
P
446
&Partners
Tennessee
$2.08M -$29.9K -1,237 -1%
PIA
447
Panoramic Investment Advisors
Colorado
$2.08M +$19.1K +802 +0.9%
OA
448
Operose Advisors
Wisconsin
$2.07M +$33.1K +1,388 +2%
TIA
449
Traphagen Investment Advisors
New Jersey
$2.06M -$21.2K -891 -1%
HI
450
Hendershot Investments
Virginia
$2.04M +$40.1K +1,682 +2%
16 17
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