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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,184 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 104 funds opening new positions, 483 increasing their positions, 421 reducing their positions, and 44 closing their positions.

Holders
1,184
Holders Change
+27
Holders Change %
+2.33%
% of All Funds
15.89%
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
421
Closed
44
Calls
$39.7M
Puts
$9.44M
Net Calls
+$30.3M
Net Calls Change
+$5.27M

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 Holding Trade Value Shares
Change 		Shares
Change %
KWA
476
Kingswood Wealth Advisors
California
$1.8M +$6.6K +277 +0.4%
SWM
477
Selective Wealth Management
Virginia
$1.78M -$530 -22 -0%
NFW
478
Noble Family Wealth
Florida
$1.77M +$1.26M +52,761 +245%
RI
479
Ridgewood Investments
New Jersey
$1.77M +$605K +25,370 +52%
KNFPWM
480
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.77M +$14.8K +619 +0.8%
WWP
481
Waypoint Wealth Partners
California
$1.76M – – –
PIP
482
Peachtree Investment Partners
Florida
$1.74M +$82.6K +3,466 +5%
NHC
483
Nicholas Hoffman & Company
Georgia
$1.73M +$288K +12,091 +20%
SAM
484
Sawgrass Asset Management
Florida
$1.73M -$912K -38,256 -35%
MML Investors Services
485
MML Investors Services
Massachusetts
$1.72M -$129K -5,413 -7%
CNFG
486
Creegan & Nassoura Financial Group
New Hampshire
$1.71M +$339K +14,220 +25%
NDSI
487
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M +$3.74K +157 +0.2%
TWM
488
Tolleson Wealth Management
Texas
$1.69M -$173K -7,272 -9%
CTA
489
Chesley Taft & Associates
Illinois
$1.68M -$21.4K -900 -1%
FG
490
Fiduciary Group
Georgia
$1.66M -$16.8K -703 -1%
JWCA
491
J.W. Cole Advisors
Florida
$1.66M +$276K +11,600 +20%
EFM
492
Eley Financial Management
Vermont
$1.66M +$339K +14,212 +26%
NFTC
493
North Forty Two & Co
Oregon
$1.65M +$24 +1 +0%
BWP
494
BSW Wealth Partners
Colorado
$1.64M -$196K -8,227 -11%
CA
495
CGN Advisors
Kansas
$1.64M -$384K -16,133 -19%
MSG
496
Main Street Group
Virginia
$1.64M -$13K -546 -0.8%
BAM
497
Belpointe Asset Management
Nevada
$1.64M +$208K +8,718 +15%
BWM
498
Blossom Wealth Management
California
$1.62M +$35.1K +1,475 +2%
FWA
499
FSM Wealth Advisors
Ohio
$1.6M +$56.7K +2,364 +4%
MPM
500
Meritage Portfolio Management
Kansas
$1.6M -$385K -16,162 -19%
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