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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,158 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, 457 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.73%
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
457
Reduced
425
Closed
57
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$58.2M
2
KAS
Kestra Advisory Services
Texas
+$44.9M
3
CMAI
Capital Management Associates Inc
Minnesota
+$39.4M
4
SCM
SCS Capital Management
Massachusetts
+$36.5M
5
WA
Waverly Advisors
Alabama
+$33.5M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$92.8M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$86.1M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$38.7M
4
WCM
Weaver Capital Management
Georgia
-$33.9M
5
FSA
Financial Services Advisory
Maryland
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
476
Newman Dignan & Sheerar Inc
Rhode Island
$1.53M -$12.9K -600 -0.8%
FG
477
Fiduciary Group
Georgia
$1.52M -$8.22K -382 -0.5%
SWM
478
Selective Wealth Management
Virginia
$1.51M – – –
RWM
479
Ritholtz Wealth Management
New York
$1.5M +$52.3K +2,430 +4%
KPWS
480
Kestra Private Wealth Services
Texas
$1.5M +$95.1K +4,418 +7%
PIP
481
Peachtree Investment Partners
Florida
$1.5M +$118K +5,503 +9%
MSG
482
Main Street Group
Virginia
$1.49M -$81.4K -3,782 -5%
NFTC
483
North Forty Two & Co
Oregon
$1.49M +$15.4K +713 +1%
CL
484
Choreo LLC
Illinois
$1.48M -$327K -15,180 -18%
US Bancorp
485
US Bancorp
Minnesota
$1.48M – – –
KL
486
KWMG LLC
Kansas
$1.45M +$1.45M +67,122 New
SAM
487
S.A. Mason
Michigan
$1.44M -$61.9K -2,875 -4%
SRCM
488
Signature Resources Capital Management
California
$1.43M -$3.83K -178 -0.3%
BWM
489
Blossom Wealth Management
California
$1.43M -$29.5K -1,371 -2%
WI
490
Westbourne Investments
Virginia
$1.43M -$23K -1,070 -2%
MOS
491
MGO One Seven
Ohio
$1.41M +$114K +5,307 +9%
SCM
492
Seascape Capital Management
New Hampshire
$1.4M -$13.3K -619 -0.9%
WWM
493
Western Wealth Management
Colorado
$1.4M -$36.3K -1,685 -3%
IAN
494
Integrated Advisors Network
Texas
$1.4M -$11.1K -515 -0.8%
EAM
495
Everstar Asset Management
North Carolina
$1.39M -$26.6K -1,235 -2%
MTIC
496
Missouri Trust & Investment Company
Missouri
$1.39M +$257K +11,920 +23%
AWA
497
Acorn Wealth Advisors
Michigan
$1.38M +$328K +15,235 +31%
FWA
498
FSM Wealth Advisors
Ohio
$1.38M -$101K -4,707 -7%
CPA
499
Capital Performance Advisors
California
$1.38M +$219K +10,191 +19%
BIG
500
Brookwood Investment Group
Arizona
$1.37M +$1.37M +63,707 New
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