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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 %
WIA
551
World Investment Advisors
California
$1.23M +$18.2K +764 +1%
PFA
552
Pinnacle Family Advisors
Missouri
$1.23M -$3.57M -149,894 -74%
SCM
553
Seascape Capital Management
New Hampshire
$1.23M -$323K -13,571 -21%
CIA
554
Concurrent Investment Advisors
Florida
$1.23M +$293K +12,282 +31%
GSAM
555
Grant Street Asset Management
Pennsylvania
$1.23M +$477 +20 +0%
EWM
556
Evermay Wealth Management
Virginia
$1.22M -$64.9K -2,724 -5%
AWM
557
Apex Wealth Management
New Hampshire
$1.22M +$800K +33,575 +192%
Belvedere Trading
558
Belvedere Trading
Illinois
$1.21M +$1.21M +50,954 New
EF
559
Envision Financial
Wisconsin
$1.21M +$78K +3,275 +7%
AWA
560
Acorn Wealth Advisors
Michigan
$1.2M -$336K -14,088 -22%
KWM
561
Keebeck Wealth Management
Illinois
$1.19M -$27.5K -1,156 -2%
AWE
562
Avidian Wealth Enterprises
Texas
$1.19M +$929 +39 +0.1%
FNBT
563
FineMark National Bank & Trust
Florida
$1.19M – – –
PIM
564
Penobscot Investment Management
Massachusetts
$1.18M -$46.1K -1,935 -4%
EGWAG
565
Elwood & Goetz Wealth Advisory Group
Georgia
$1.17M -$59.6K -2,503 -5%
LWM
566
Lionshead Wealth Management
New York
$1.16M +$17.9K +750 +2%
SSWM
567
Smith Salley Wealth Management
North Carolina
$1.16M +$27K +1,135 +2%
HC
568
Hurley Capital
New York
$1.15M +$5.43K +228 +0.5%
WHCI
569
W.H. Cornerstone Investments
Massachusetts
$1.15M +$129K +5,401 +13%
SWM
570
SpringVest Wealth Management
Texas
$1.13M +$267K +11,193 +31%
SHWM
571
Smith & Howard Wealth Management
Georgia
$1.13M -$5.03K -211 -0.4%
FCMA
572
Foresight Capital Management Advisors
Michigan
$1.13M +$3.24K +136 +0.3%
WMWM
573
Whitaker-Myers Wealth Managers
Ohio
$1.13M -$12K -505 -1%
CIC
574
Carnegie Investment Counsel
Ohio
$1.12M +$218K +9,146 +24%
MFG
575
Midwest Financial Group
Kansas
$1.11M +$3.29K +138 +0.3%
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