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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 %
NAS
451
NWF Advisory Services
California
$1.82M +$12.9K +600 +0.7%
HI
452
Hendershot Investments
Virginia
$1.81M -$13.5K -626 -0.7%
CAI
453
Capital Advisors Inc
Oklahoma
$1.79M -$147K -6,808 -8%
MPM
454
Meritage Portfolio Management
Kansas
$1.79M -$256K -11,896 -13%
KCP
455
Kera Capital Partners
California
$1.78M – – –
FNBOMD
456
First National Bank of Mount Dora
Florida
$1.76M – – –
BC
457
Brio Consultants
California
$1.7M +$682K +31,658 +67%
SOS
458
Silver Oak Securities
Tennessee
$1.7M -$673K -31,381 -28%
AAS
459
Avantax Advisory Services
Texas
$1.69M -$83.6K -3,884 -5%
TWM
460
Tolleson Wealth Management
Texas
$1.68M – – –
SIC
461
Sigma Investment Counselors
Michigan
$1.68M -$1.03M -48,046 -38%
HIP
462
HUB Investment Partners
Texas
$1.68M +$74.7K +3,469 +5%
EB
463
Exchange Bank
California
$1.68M – – –
AL
464
Aspiriant LLC
California
$1.68M +$77.4K +3,596 +5%
MA
465
Modus Advisors
Minnesota
$1.67M -$37.1K -1,722 -2%
MML Investors Services
466
MML Investors Services
Massachusetts
$1.67M +$37.5K +1,740 +2%
GCA
467
Gradient Capital Advisors
California
$1.67M -$2.65K -123 -0.2%
BWP
468
BSW Wealth Partners
Colorado
$1.66M -$5.34K -248 -0.3%
PFA
469
Pure Financial Advisors
California
$1.63M +$7K +325 +0.4%
KWA
470
Kingswood Wealth Advisors
California
$1.62M -$555K -25,782 -26%
BWL
471
Bogart Wealth LLC
Virginia
$1.62M +$177K +8,242 +12%
SAMC
472
Spectrum Asset Management (California)
California
$1.62M -$367K -17,025 -18%
WWP
473
Waypoint Wealth Partners
California
$1.59M – – –
KNFPWM
474
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.57M -$179K -8,332 -10%
CTA
475
Chesley Taft & Associates
Illinois
$1.54M +$104K +4,827 +7%
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