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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
OA
451
Operose Advisors
Wisconsin
$1.84M +$5.94K +261 +0.3%
CA
452
CGN Advisors
Kansas
$1.83M -$83.9K -3,687 -4%
BCM
453
Barden Capital Management
Texas
$1.83M +$89.2K +3,922 +5%
NAS
454
NWF Advisory Services
California
$1.82M +$13.6K +600 +0.7%
HI
455
Hendershot Investments
Virginia
$1.81M -$14.2K -626 -0.7%
CAI
456
Capital Advisors Inc
Oklahoma
$1.79M -$155K -6,808 -8%
MPM
457
Meritage Portfolio Management
Kansas
$1.79M -$271K -11,896 -13%
KCP
458
Kera Capital Partners
California
$1.78M
FNBOMD
459
First National Bank of Mount Dora
Florida
$1.76M
BC
460
Brio Consultants
California
$1.7M +$720K +31,658 +67%
SOS
461
Silver Oak Securities
Tennessee
$1.7M -$714K -31,381 -28%
AAS
462
Avantax Advisory Services
Texas
$1.69M -$88.4K -3,884 -5%
TWM
463
Tolleson Wealth Management
Texas
$1.68M
SIC
464
Sigma Investment Counselors
Michigan
$1.68M -$1.09M -48,046 -38%
HIP
465
HUB Investment Partners
Texas
$1.68M +$78.9K +3,469 +5%
EB
466
Exchange Bank
California
$1.68M
AL
467
Aspiriant LLC
California
$1.68M +$81.8K +3,596 +5%
MA
468
Modus Advisors
Minnesota
$1.67M -$39.2K -1,722 -2%
MML Investors Services
469
MML Investors Services
Massachusetts
$1.67M +$39.6K +1,740 +2%
GCA
470
Gradient Capital Advisors
California
$1.67M -$2.8K -123 -0.2%
BWP
471
BSW Wealth Partners
Colorado
$1.66M -$5.64K -248 -0.3%
PFA
472
Pure Financial Advisors
California
$1.63M +$7.39K +325 +0.4%
KWA
473
Kingswood Wealth Advisors
California
$1.62M -$586K -25,782 -26%
BWL
474
Bogart Wealth LLC
Virginia
$1.62M +$187K +8,242 +12%
SAMC
475
Spectrum Asset Management (California)
California
$1.62M -$387K -17,025 -18%

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.