SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,157 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, 456 increasing their positions, 425 reducing their positions, and 57 closing their positions.

Holders
1,157
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.72%
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
456
Reduced
425
Closed
57
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M

Top Buyers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$58.2M
2
KAS
2
Kestra Advisory Services
Texas
$47.4M
3
CMAI
3
Capital Management Associates Inc
Minnesota
$75.9M
4
SCM
4
SCS Capital Management
Massachusetts
$256M
5
WA
5
Waverly Advisors
Alabama
$58.9M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$12.5M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$38.3M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.26B
4
WCM
4
Weaver Capital Management
Georgia
$0
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$72.9M +$1.39M +64,697 +2%
SFG
27
Socha Financial Group
New York
$69M +$2.2M +102,133 +3%
Bank of America
28
Bank of America
North Carolina
$67.7M +$1.26M +58,449 +2%
HSA
29
HBK Sorce Advisory
Pennsylvania
$66.6M +$647K +30,074 +1%
BP
30
Ballentine Partners
Massachusetts
$66.4M -$795K -36,930 -1%
CFGSD
31
Compass Financial Group (South Dakota)
South Dakota
$63.8M +$5.23M +242,795 +9%
NSAM
32
North Star Asset Management
Wisconsin
$62.6M -$735K -34,149 -1%
AAIM
33
Asset Advisors Investment Management
Georgia
$61.5M -$313K -14,547 -0.5%
Brown Advisory
34
Brown Advisory
Maryland
$60.7M +$365K +16,934 +0.6%
DLCIG
35
D.L. Carlson Investment Group
New Hampshire
$59.5M +$400K +18,589 +0.7%
CWM
36
Circle Wealth Management
New Jersey
$59.4M -$5.8M -269,205 -9%
WA
37
Waverly Advisors
Alabama
$58.9M +$33.5M +1,553,773 +131%
GFA
38
Gallagher Fiduciary Advisors
Illinois
$58.2M +$58.2M +2,703,208 New
LPL Financial
39
LPL Financial
California
$57.6M +$13M +603,059 +29%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$55.1M -$4.18M -194,333 -7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$54.1M +$1.67M +77,741 +3%
LFS
42
Legacy Financial Strategies
Kansas
$53.5M +$2.37M +109,858 +5%
M
43
MYeCFO
California
$51M +$2.11M +97,986 +4%
CAG
44
Compass Advisory Group
New York
$50.4M +$95.1K +4,416 +0.2%
CG
45
Caprock Group
Idaho
$47.5M -$720K -33,428 -1%
KAS
46
Kestra Advisory Services
Texas
$47.4M +$44.9M +1,903,192 +1,807%
WA
47
WBH Advisory
Maryland
$45.8M +$1.88M +87,197 +4%
Creative Planning
48
Creative Planning
Kansas
$45.2M +$274K +12,746 +0.6%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$45.1M +$3.85M +178,997 +9%
ACA
50
Aptus Capital Advisors
Alabama
$44.1M +$1.22M +56,626 +3%
1
2
3 4 5