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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 %
KWM
551
Keebeck Wealth Management
Illinois
$1.1M +$134K +6,206 +14%
WIA
552
World Investment Advisors
California
$1.1M +$6.72K +312 +0.6%
NW
553
NewEdge Wealth
Pennsylvania
$1.09M +$792K +36,774 +270%
DOA
554
D'Orazio & Associates
Virginia
$1.08M +$2.76K +128 +0.3%
FNBT
555
FineMark National Bank & Trust
Florida
$1.07M +$24.2K +1,125 +2%
AWE
556
Avidian Wealth Enterprises
Texas
$1.07M +$1.87K +87 +0.2%
MFA
557
Morling Financial Advisors
California
$1.07M -$9.99K -464 -0.9%
RI
558
Ridgewood Investments
New Jersey
$1.05M +$500K +23,227 +91%
HC
559
Hurley Capital
New York
$1.04M +$2.89K +134 +0.3%
LWM
560
Lionshead Wealth Management
New York
$1.03M -$923K -42,870 -47%
WMWM
561
Whitaker-Myers Wealth Managers
Ohio
$1.03M +$8.83K +410 +0.9%
SHWM
562
Smith & Howard Wealth Management
Georgia
$1.03M -$487K -22,599 -32%
SSWM
563
Smith Salley Wealth Management
North Carolina
$1.02M -$199K -9,254 -16%
EF
564
Envision Financial
Wisconsin
$1.02M +$63.7K +2,960 +7%
DI
565
Diligent Investors
California
$1.02M +$280 +13 +0%
FCMA
566
Foresight Capital Management Advisors
Michigan
$1.02M -$14.2K -660 -1%
GWA
567
GGM Wealth Advisors
Maryland
$1.01M -$8.11K -382 -0.8%
GWM
568
Geneos Wealth Management
Colorado
$1.01M +$970K +45,067 +2,478%
MFG
569
Midwest Financial Group
Kansas
$1M +$3.06K +142 +0.3%
TF
570
Tompkins Financial
New York
$984K +$60.2K +2,798 +7%
TF
571
Tudor Financial
Ohio
$976K – – –
TW
572
Traveka Wealth
California
$965K – – –
NCM
573
Northwest Capital Management
Oregon
$964K -$29.1K -1,350 -3%
MWM
574
Mission Wealth Management
California
$962K +$280 +13 +0%
KFP
575
KMG Fiduciary Partners
Ohio
$961K -$258 -12 -0%
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