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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,189 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, 485 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
15.94%
Holding in Top 10
135
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.65%
% of All Funds
1.81%
New
105
Increased
485
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 %
HI
451
Hendershot Investments
Virginia
$2.04M +$40.1K +1,682 +2%
ATI
452
ARK & TLK Investments
Oklahoma
$2.04M -$3.65K -153 -0.2%
VCAM
453
Van Cleef Asset Management
Ohio
$2.02M -$128K -5,355 -6%
NAS
454
NWF Advisory Services
California
$2.02M – – –
OCM
455
One Capital Management
California
$2.01M -$1.97M -82,481 -49%
KCP
456
Kera Capital Partners
California
$1.99M +$23.4K +982 +1%
Bank of New York Mellon
457
Bank of New York Mellon
New York
$1.99M -$553K -23,199 -22%
PA
458
Pinnacle Associates
New York
$1.97M -$169K -7,085 -8%
CAI
459
Capital Advisors Inc
Oklahoma
$1.96M -$20.8K -871 -1%
FNBOMD
460
First National Bank of Mount Dora
Florida
$1.95M – – –
DOA
461
D'Orazio & Associates
Virginia
$1.95M +$756K +31,720 +63%
PFS
462
Prospera Financial Services
Texas
$1.94M +$1.05M +44,116 +118%
AAS
463
Avantax Advisory Services
Texas
$1.94M +$63.5K +2,664 +3%
LWM
464
Luminvest Wealth Management
Arizona
$1.93M +$1.93M +80,995 New
HIP
465
HUB Investment Partners
Texas
$1.9M +$44.4K +1,863 +2%
SOS
466
Silver Oak Securities
Tennessee
$1.88M -$7.75K -325 -0.4%
SAMC
467
Spectrum Asset Management (California)
California
$1.87M +$83.5K +3,503 +5%
GCA
468
Gradient Capital Advisors
California
$1.87M +$23.7K +995 +1%
AL
469
Aspiriant LLC
California
$1.85M – – –
TA
470
Tactive Advisors
Florida
$1.85M +$1.85M +77,555 New
MA
471
Modus Advisors
Minnesota
$1.85M -$2.72K -114 -0.1%
EB
472
Exchange Bank
California
$1.84M -$11.9K -500 -0.6%
QCG
473
Quadrant Capital Group
Ohio
$1.84M -$1.3M -54,592 -41%
WOSD
474
WFA of San Diego
California
$1.83M +$1.83M +76,943 New
Renaissance Technologies
475
Renaissance Technologies
New York
$1.83M +$1.83M +76,900 New
17 18
19
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