SCHB icon

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 %
WA
526
Wealth Architects
California
$1.42M +$596 +25 +0%
MOS
527
MGO One Seven
Ohio
$1.41M -$149K -6,253 -10%
APP
528
Avantax Planning Partners
Iowa
$1.41M -$1.05K -44 -0.1%
GWM
529
Guardian Wealth Management
Illinois
$1.4M -$70.2K -2,946 -5%
BIG
530
Brookwood Investment Group
Arizona
$1.4M -$121K -5,096 -8%
MFA
531
Morling Financial Advisors
California
$1.38M +$197K +8,254 +17%
SRCM
532
Signature Resources Capital Management
California
$1.37M -$215K -9,042 -14%
FWP
533
Firethorn Wealth Partners
Georgia
$1.37M -$9.56K -401 -0.7%
FF
534
Financial Futures
New Jersey
$1.37M +$445K +18,674 +48%
RWM
535
Riverchase Wealth Management
Texas
$1.36M – – –
FFP
536
Freedom Financial Partners
Minnesota
$1.35M -$61.8K -2,595 -4%
VWA
537
VERITY Wealth Advisors
United States
$1.34M – – –
DADC
538
D.A. Davidson & Co
Montana
$1.33M +$51.8K +2,172 +4%
PP
539
PDS Planning
Ohio
$1.32M -$3.67K -154 -0.3%
CA
540
CoreCap Advisors
Michigan
$1.32M -$6.98K -293 -0.5%
CWM
541
Congress Wealth Management
Massachusetts
$1.32M +$784K +32,897 +146%
UWPG
542
Ullmann Wealth Partners Group
Florida
$1.31M – – –
IAA
543
Independent Advisor Alliance
North Carolina
$1.3M -$180K -7,558 -12%
TCOV
544
Trust Company of Vermont
Vermont
$1.3M – – –
PPW
545
Pasadena Private Wealth
California
$1.3M -$174K -7,291 -12%
RWM
546
RMG Wealth Management
Wisconsin
$1.29M +$1.29M +53,379 New
AC
547
Attessa Capital
Arizona
$1.27M -$69.3K -2,908 -5%
CAM
548
Clark Asset Management
New Hampshire
$1.27M -$96.9K -4,065 -7%
PWS
549
Physician Wealth Solutions
Nevada
$1.25M – – –
BWM
550
BNC Wealth Management
Oregon
$1.25M -$38.1K -1,597 -3%
20 21
22
23 24