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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 %
SCA
526
STALEY CAPITAL ADVISERS
Pennsylvania
$1.45M -$10.9K -459 -0.8%
PTC
527
Private Trust Company
Ohio
$1.44M +$13.9K +584 +1%
BWL
528
Bogart Wealth LLC
Virginia
$1.43M -$357K -14,970 -20%
WA
529
Wealth Architects
California
$1.42M +$596 +25 +0%
MOS
530
MGO One Seven
Ohio
$1.41M -$149K -6,253 -10%
APP
531
Avantax Planning Partners
Iowa
$1.41M -$1.05K -44 -0.1%
GWM
532
Guardian Wealth Management
Illinois
$1.4M -$70.2K -2,946 -5%
BIG
533
Brookwood Investment Group
Arizona
$1.4M -$121K -5,096 -8%
MFA
534
Morling Financial Advisors
California
$1.38M +$197K +8,254 +17%
SRCM
535
Signature Resources Capital Management
California
$1.37M -$215K -9,042 -14%
FWP
536
Firethorn Wealth Partners
Georgia
$1.37M -$9.56K -401 -0.7%
FF
537
Financial Futures
New Jersey
$1.37M +$445K +18,674 +48%
RWM
538
Riverchase Wealth Management
Texas
$1.36M – – –
FFP
539
Freedom Financial Partners
Minnesota
$1.35M -$61.8K -2,595 -4%
VWA
540
VERITY Wealth Advisors
United States
$1.34M – – –
DADC
541
D.A. Davidson & Co
Montana
$1.33M +$51.8K +2,172 +4%
PP
542
PDS Planning
Ohio
$1.32M -$3.67K -154 -0.3%
CA
543
CoreCap Advisors
Michigan
$1.32M -$6.98K -293 -0.5%
CWM
544
Congress Wealth Management
Massachusetts
$1.32M +$784K +32,897 +146%
UWPG
545
Ullmann Wealth Partners Group
Florida
$1.31M – – –
IAA
546
Independent Advisor Alliance
North Carolina
$1.3M -$180K -7,558 -12%
TCOV
547
Trust Company of Vermont
Vermont
$1.3M – – –
PPW
548
Pasadena Private Wealth
California
$1.3M -$174K -7,291 -12%
RWM
549
RMG Wealth Management
Wisconsin
$1.29M +$1.29M +53,379 New
AC
550
Attessa Capital
Arizona
$1.27M -$69.3K -2,908 -5%
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