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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 %
BWM
501
Blossom Wealth Management
California
$1.62M +$35.1K +1,475 +2%
FWA
502
FSM Wealth Advisors
Ohio
$1.6M +$56.7K +2,364 +4%
MPM
503
Meritage Portfolio Management
Kansas
$1.6M -$385K -16,162 -19%
SAM
504
S.A. Mason
Michigan
$1.59M +$596 +25 +0%
WI
505
Westbourne Investments
Virginia
$1.58M -$3.05K -128 -0.2%
CWM
506
Cahaba Wealth Management
Georgia
$1.57M +$1.57M +66,019 New
RWM
507
RKL Wealth Management
Pennsylvania
$1.56M -$1.9M -79,703 -55%
CA
508
Callahan Advisors
Texas
$1.55M +$80.8K +3,390 +5%
WWM
509
Western Wealth Management
Colorado
$1.55M +$2.38K +100 +0.2%
SW
510
SVB Wealth
Massachusetts
$1.55M +$1.55M +64,890 New
IAN
511
Integrated Advisors Network
Texas
$1.53M -$23K -967 -1%
MTIC
512
Missouri Trust & Investment Company
Missouri
$1.53M -$12.4K -520 -0.8%
CPA
513
Capital Performance Advisors
California
$1.52M -$238 -10 -0%
Natixis Advisors
514
Natixis Advisors
Massachusetts
$1.52M +$96.2K +4,035 +7%
BDWCC
515
B&D White Capital Company
Texas
$1.52M +$858 +36 +0.1%
LFG
516
Larson Financial Group
Missouri
$1.51M +$113K +4,741 +8%
B
517
Bailard
California
$1.51M +$7.41K +311 +0.5%
EAM
518
Everstar Asset Management
North Carolina
$1.5M -$38.3K -1,606 -2%
KPWS
519
Kestra Private Wealth Services
Texas
$1.49M -$168K -7,037 -10%
DI
520
Disciplined Investments
Oklahoma
$1.47M – – –
Vanguard Group
521
Vanguard Group
Pennsylvania
$1.47M +$96.3K +4,042 +7%
ASN
522
Advisory Services Network
Georgia
$1.46M +$25.5K +1,046 +2%
Susquehanna International Group
523
Susquehanna International Group
Pennsylvania
$1.46M -$1.37M -57,506 -48%
RW
524
REDW Wealth
New Mexico
$1.46M – – –
FWM
525
Fonville Wealth Management
Virginia
$1.46M -$11.9K -501 -0.8%
19 20
21
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