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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 %
FWP
526
Firethorn Wealth Partners
Georgia
$1.25M +$16K +743 +1%
Vanguard Group
527
Vanguard Group
Pennsylvania
$1.24M +$21.4K +993 +2%
CNFG
528
Creegan & Nassoura Financial Group
New Hampshire
$1.24M – – –
CAM
529
Clark Asset Management
New Hampshire
$1.23M -$155K -7,194 -11%
RWM
530
Riverchase Wealth Management
Texas
$1.23M – – –
LA
531
LexAurum Advisors
Kansas
$1.22M +$778K +36,143 +176%
AC
532
Attessa Capital
Arizona
$1.21M -$462K -21,470 -28%
VWA
533
VERITY Wealth Advisors
United States
$1.21M – – –
PP
534
PDS Planning
Ohio
$1.2M -$58.5K -2,716 -5%
CA
535
CoreCap Advisors
Michigan
$1.2M -$204K -9,472 -15%
ARC
536
Advisor Resource Council
Texas
$1.2M +$1.2M +60,648 New
EFM
537
Eley Financial Management
Vermont
$1.19M -$5.86K -271 -0.5%
CWM
538
Cahill Wealth Management
Michigan
$1.19M +$3.64K +169 +0.3%
UWPG
539
Ullmann Wealth Partners Group
Florida
$1.18M – – –
TCOV
540
Trust Company of Vermont
Vermont
$1.18M – – –
BWM
541
BNC Wealth Management
Oregon
$1.16M +$129 +6 +0%
EWM
542
Evermay Wealth Management
Virginia
$1.16M -$35.7K -1,658 -3%
DADC
543
D.A. Davidson & Co
Montana
$1.15M – – –
SCP
544
Shorepoint Capital Partners
Massachusetts
$1.13M -$27.3K -1,267 -2%
PWS
545
Physician Wealth Solutions
Nevada
$1.13M -$94.7K -4,398 -8%
Baird Financial Group
546
Baird Financial Group
Wisconsin
$1.12M -$314K -14,562 -22%
EGWAG
547
Elwood & Goetz Wealth Advisory Group
Georgia
$1.11M -$15.7K -729 -1%
PIM
548
Penobscot Investment Management
Massachusetts
$1.11M -$12.9K -600 -1%
GSAM
549
Grant Street Asset Management
Pennsylvania
$1.11M +$2.76K +128 +0.2%
SGWM
550
Sterling Group Wealth Management
California
$1.11M -$5.99K -278 -0.5%
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