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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 %
GJIA
501
Glass Jacobson Investment Advisors
Maryland
$1.37M – – –
BDWCC
502
B&D White Capital Company
Texas
$1.37M -$79K -3,668 -5%
B
503
Bailard
California
$1.36M +$88.9K +4,131 +7%
IAA
504
Independent Advisor Alliance
North Carolina
$1.34M -$1.25M -58,001 -48%
PPW
505
Pasadena Private Wealth
California
$1.33M +$1.33M +61,877 New
DI
506
Disciplined Investments
Oklahoma
$1.33M – – –
CA
507
Callahan Advisors
Texas
$1.33M +$110K +5,120 +9%
GWM
508
Guardian Wealth Management
Illinois
$1.33M -$173K -8,047 -12%
PCWA
509
Pacific Capital Wealth Advisors
California
$1.32M -$16.7K -776 -1%
RW
510
REDW Wealth
New Mexico
$1.32M -$1.56M -72,549 -54%
SCA
511
STALEY CAPITAL ADVISERS
Pennsylvania
$1.32M -$2.33K -108 -0.2%
FWM
512
Fonville Wealth Management
Virginia
$1.31M -$45K -2,115 -3%
NHC
513
Nicholas Hoffman & Company
Georgia
$1.31M -$19.4K -900 -1%
PTC
514
Private Trust Company
Ohio
$1.29M – – –
BAM
515
Belpointe Asset Management
Nevada
$1.29M +$678K +31,485 +111%
Natixis Advisors
516
Natixis Advisors
Massachusetts
$1.28M +$215K +10,002 +20%
WA
517
Wealth Architects
California
$1.28M +$581 +27 +0%
FFP
518
Freedom Financial Partners
Minnesota
$1.27M -$28.6K -1,329 -2%
APP
519
Avantax Planning Partners
Iowa
$1.27M -$49.2K -2,286 -4%
ASN
520
Advisory Services Network
Georgia
$1.27M -$388K -18,039 -23%
KeyBank National Association
521
KeyBank National Association
Ohio
$1.27M – – –
CRC
522
Curi RMB Capital
Illinois
$1.26M -$13.1K -610 -1%
LFG
523
Larson Financial Group
Missouri
$1.26M +$454K +21,084 +56%
WCF
524
West Coast Financial
California
$1.26M – – –
JWCA
525
J.W. Cole Advisors
Florida
$1.25M +$710K +32,975 +132%
19 20
21
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