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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 %
Bank of America
26
Bank of America
North Carolina
$77.5M 3,250,928 +107,478 +3%
Morgan Stanley
27
Morgan Stanley
New York
$76.4M 3,206,507 -507,563 -14%
CFGSD
28
Compass Financial Group (South Dakota)
South Dakota
$76.1M 3,194,802 +231,784 +8%
HSA
29
HBK Sorce Advisory
Pennsylvania
$75M 3,146,484 +51,960 +2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$68.4M 2,870,409 +870,534 +44%
AAIM
31
Asset Advisors Investment Management
Georgia
$67.1M 2,814,002 -40,521 -1%
WA
32
Waverly Advisors
Alabama
$66.1M 2,773,692 +36,020 +1%
LPL Financial
33
LPL Financial
California
$65.7M 2,757,897 +83,681 +3%
Brown Advisory
34
Brown Advisory
Maryland
$65.3M 2,738,170 -81,940 -3%
NSAM
35
North Star Asset Management
Wisconsin
$63.5M 2,664,456 -244,773 -8%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$63.2M 2,651,173 +137,621 +5%
DLCIG
37
D.L. Carlson Investment Group
New Hampshire
$62.4M 2,616,852 -146,649 -5%
LFS
38
Legacy Financial Strategies
Kansas
$60.7M 2,545,750 +61,307 +2%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59.8M 2,507,408 -50,577 -2%
CAG
40
Compass Advisory Group
New York
$58M 2,433,631 +93,500 +4%
M
41
MYeCFO
California
$57.2M 2,399,036 +30,801 +1%
Wells Fargo
42
Wells Fargo
California
$56.5M 2,372,012 +364,774 +18%
SC
43
Savant Capital
Illinois
$55.3M 2,322,096 +400,326 +21%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$54.6M 2,260,548 +165,048 +8%
KAS
45
Kestra Advisory Services
Texas
$54.6M 2,289,546 +281,030 +14%
WAG
46
Winthrop Advisory Group
Massachusetts
$54.5M 2,285,320 +852,738 +60%
Creative Planning
47
Creative Planning
Kansas
$53.3M 2,235,852 +135,659 +6%
ACA
48
Aptus Capital Advisors
Alabama
$50.8M 2,133,520 +85,913 +4%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$50.1M 2,113,575 +1,474,120 +231%
SFG
50
Sunburst Financial Group
Alabama
$49.6M 2,082,849 +85,021 +4%
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