SCHB icon

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 %
VCAM
451
Van Cleef Asset Management
Ohio
$2.02M 84,793 -5,355 -6%
OCM
452
One Capital Management
California
$2.01M 84,381 -82,481 -49%
KCP
453
Kera Capital Partners
California
$1.99M 83,703 +982 +1%
Bank of New York Mellon
454
Bank of New York Mellon
New York
$1.99M 83,335 -23,199 -22%
PA
455
Pinnacle Associates
New York
$1.97M 82,667 -7,085 -8%
CAI
456
Capital Advisors Inc
Oklahoma
$1.96M 82,294 -871 -1%
FNBOMD
457
First National Bank of Mount Dora
Florida
$1.95M 81,939 – –
DOA
458
D'Orazio & Associates
Virginia
$1.95M 81,745 +31,720 +63%
PFS
459
Prospera Financial Services
Texas
$1.94M 81,358 +44,116 +118%
AAS
460
Avantax Advisory Services
Texas
$1.94M 81,215 +2,664 +3%
LWM
461
Luminvest Wealth Management
Arizona
$1.93M 80,995 +80,995 New
HIP
462
HUB Investment Partners
Texas
$1.9M 79,752 +1,863 +2%
SOS
463
Silver Oak Securities
Tennessee
$1.88M 78,823 -325 -0.4%
SAMC
464
Spectrum Asset Management (California)
California
$1.87M 78,528 +3,503 +5%
GCA
465
Gradient Capital Advisors
California
$1.87M 78,425 +995 +1%
AL
466
Aspiriant LLC
California
$1.85M 77,840 – –
TA
467
Tactive Advisors
Florida
$1.85M 77,555 +77,555 New
MA
468
Modus Advisors
Minnesota
$1.85M 77,537 -114 -0.1%
EB
469
Exchange Bank
California
$1.84M 77,350 -500 -0.6%
QCG
470
Quadrant Capital Group
Ohio
$1.84M 77,257 -54,592 -41%
WOSD
471
WFA of San Diego
California
$1.83M 76,943 +76,943 New
Renaissance Technologies
472
Renaissance Technologies
New York
$1.83M 76,900 +76,900 New
GIM
473
Glenmede Investment Management
Pennsylvania
$1.83M 76,804 +76,804 New
PFA
474
Pure Financial Advisors
California
$1.81M 76,072 +570 +0.8%
CRC
475
Curi RMB Capital
Illinois
$1.81M 75,856 +17,142 +29%
17 18
19
20 21