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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 %
SAM
501
S.A. Mason
Michigan
$1.59M +$596 +25 +0%
WI
502
Westbourne Investments
Virginia
$1.58M -$3.05K -128 -0.2%
CWM
503
Cahaba Wealth Management
Georgia
$1.57M +$1.57M +66,019 New
RWM
504
RKL Wealth Management
Pennsylvania
$1.56M -$1.9M -79,703 -55%
CA
505
Callahan Advisors
Texas
$1.55M +$80.8K +3,390 +5%
WWM
506
Western Wealth Management
Colorado
$1.55M +$2.38K +100 +0.2%
SW
507
SVB Wealth
Massachusetts
$1.55M +$1.55M +64,890 New
IAN
508
Integrated Advisors Network
Texas
$1.53M -$23K -967 -1%
MTIC
509
Missouri Trust & Investment Company
Missouri
$1.53M -$12.4K -520 -0.8%
CPA
510
Capital Performance Advisors
California
$1.52M -$238 -10 -0%
Natixis Advisors
511
Natixis Advisors
Massachusetts
$1.52M +$96.2K +4,035 +7%
BDWCC
512
B&D White Capital Company
Texas
$1.52M +$858 +36 +0.1%
LFG
513
Larson Financial Group
Missouri
$1.51M +$113K +4,741 +8%
B
514
Bailard
California
$1.51M +$7.41K +311 +0.5%
EAM
515
Everstar Asset Management
North Carolina
$1.5M -$38.3K -1,606 -2%
KPWS
516
Kestra Private Wealth Services
Texas
$1.49M -$168K -7,037 -10%
DI
517
Disciplined Investments
Oklahoma
$1.47M – – –
Vanguard Group
518
Vanguard Group
Pennsylvania
$1.47M +$96.3K +4,042 +7%
ASN
519
Advisory Services Network
Georgia
$1.46M +$25.5K +1,046 +2%
Susquehanna International Group
520
Susquehanna International Group
Pennsylvania
$1.46M -$1.37M -57,506 -48%
RW
521
REDW Wealth
New Mexico
$1.46M – – –
FWM
522
Fonville Wealth Management
Virginia
$1.46M -$11.9K -501 -0.8%
SCA
523
STALEY CAPITAL ADVISERS
Pennsylvania
$1.45M -$10.9K -459 -0.8%
PTC
524
Private Trust Company
Ohio
$1.44M +$13.9K +584 +1%
BWL
525
Bogart Wealth LLC
Virginia
$1.43M -$357K -14,970 -20%
19 20
21
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