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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,186 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, 483 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+29
Holders Change %
+2.51%
% of All Funds
15.91%
Holding in Top 10
134
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.88%
% of All Funds
1.8%
New
105
Increased
483
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
$142M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$50.1M
3
HWA
HHM Wealth Advisors
Tennessee
$130M
4
R
Rebalance
California
$314M
5
QCM
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.34B
3
CMAI
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
Charles Schwab
California
$10.8M
5
HCM
Hengehold Capital Management
Ohio
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$77.5M +$2.56M +107,478 +3%
Morgan Stanley
27
Morgan Stanley
New York
$76.4M -$12.1M -507,563 -14%
CFGSD
28
Compass Financial Group (South Dakota)
South Dakota
$76.1M +$5.52M +231,784 +8%
HSA
29
HBK Sorce Advisory
Pennsylvania
$75M +$1.24M +51,960 +2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$68.4M +$20.7M +870,534 +44%
AAIM
31
Asset Advisors Investment Management
Georgia
$67.1M -$966K -40,521 -1%
WA
32
Waverly Advisors
Alabama
$66.1M +$858K +36,020 +1%
LPL Financial
33
LPL Financial
California
$65.7M +$1.99M +83,681 +3%
Brown Advisory
34
Brown Advisory
Maryland
$65.3M -$1.95M -81,940 -3%
CWM
35
Circle Wealth Management
New Jersey
$64.8M -$878K -36,861 -1%
NSAM
36
North Star Asset Management
Wisconsin
$63.5M -$5.83M -244,773 -8%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$63.2M +$3.28M +137,621 +5%
DLCIG
38
D.L. Carlson Investment Group
New Hampshire
$62.4M -$3.49M -146,649 -5%
LFS
39
Legacy Financial Strategies
Kansas
$60.7M +$1.46M +61,307 +2%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59.8M -$1.21M -50,577 -2%
CAG
41
Compass Advisory Group
New York
$58M +$2.23M +93,500 +4%
M
42
MYeCFO
California
$57.2M +$734K +30,801 +1%
Wells Fargo
43
Wells Fargo
California
$56.5M +$8.69M +364,774 +18%
SC
44
Savant Capital
Illinois
$55.3M +$9.54M +400,326 +21%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$54.6M +$3.98M +165,048 +8%
KAS
46
Kestra Advisory Services
Texas
$54.6M +$6.7M +281,030 +14%
WAG
47
Winthrop Advisory Group
Massachusetts
$54.5M +$20.3M +852,738 +60%
Creative Planning
48
Creative Planning
Kansas
$53.3M +$3.23M +135,659 +6%
ACA
49
Aptus Capital Advisors
Alabama
$50.8M +$2.05M +85,913 +4%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$50.1M +$35M +1,474,120 +231%
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