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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,189 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, 485 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
15.94%
Holding in Top 10
135
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.65%
% of All Funds
1.81%
New
105
Increased
485
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
+$132M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M
3
HWA
HHM Wealth Advisors
Tennessee
+$31.1M
4
R
Rebalance
California
+$28.8M
5
QCM
Quantinno Capital Management
New York
+$26.6M

Top Sellers

1
SFG
Socha Financial Group
New York
-$54.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$49.2M
3
CMAI
Capital Management Associates Inc
Minnesota
-$41.8M
4
Charles Schwab
Charles Schwab
California
-$19.8M
5
HCM
Hengehold Capital Management
Ohio
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
476
Glenmede Investment Management
Pennsylvania
$1.83M +$1.83M +76,804 New
PFA
477
Pure Financial Advisors
California
$1.81M +$13.6K +570 +0.8%
CRC
478
Curi RMB Capital
Illinois
$1.81M +$408K +17,142 +29%
KWA
479
Kingswood Wealth Advisors
California
$1.8M +$6.6K +277 +0.4%
SWM
480
Selective Wealth Management
Virginia
$1.78M -$530 -22 -0%
NFW
481
Noble Family Wealth
Florida
$1.77M +$1.26M +52,761 +245%
RI
482
Ridgewood Investments
New Jersey
$1.77M +$605K +25,370 +52%
KNFPWM
483
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.77M +$14.8K +619 +0.8%
WWP
484
Waypoint Wealth Partners
California
$1.76M – – –
PIP
485
Peachtree Investment Partners
Florida
$1.74M +$82.6K +3,466 +5%
NHC
486
Nicholas Hoffman & Company
Georgia
$1.73M +$288K +12,091 +20%
SAM
487
Sawgrass Asset Management
Florida
$1.73M -$912K -38,256 -35%
MML Investors Services
488
MML Investors Services
Massachusetts
$1.72M -$129K -5,413 -7%
CNFG
489
Creegan & Nassoura Financial Group
New Hampshire
$1.71M +$339K +14,220 +25%
NDSI
490
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M +$3.74K +157 +0.2%
TWM
491
Tolleson Wealth Management
Texas
$1.69M -$173K -7,272 -9%
CTA
492
Chesley Taft & Associates
Illinois
$1.68M -$21.4K -900 -1%
FG
493
Fiduciary Group
Georgia
$1.66M -$16.8K -703 -1%
JWCA
494
J.W. Cole Advisors
Florida
$1.66M +$276K +11,600 +20%
EFM
495
Eley Financial Management
Vermont
$1.66M +$339K +14,212 +26%
NFTC
496
North Forty Two & Co
Oregon
$1.65M +$24 +1 +0%
BWP
497
BSW Wealth Partners
Colorado
$1.64M -$196K -8,227 -11%
CA
498
CGN Advisors
Kansas
$1.64M -$384K -16,133 -19%
MSG
499
Main Street Group
Virginia
$1.64M -$13K -546 -0.8%
BAM
500
Belpointe Asset Management
Nevada
$1.64M +$208K +8,718 +15%
18 19
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