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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 %
CAM
551
Clark Asset Management
New Hampshire
$1.27M -$96.9K -4,065 -7%
PWS
552
Physician Wealth Solutions
Nevada
$1.25M – – –
BWM
553
BNC Wealth Management
Oregon
$1.25M -$38.1K -1,597 -3%
WIA
554
World Investment Advisors
California
$1.23M +$18.2K +764 +1%
PFA
555
Pinnacle Family Advisors
Missouri
$1.23M -$3.57M -149,894 -74%
SCM
556
Seascape Capital Management
New Hampshire
$1.23M -$323K -13,571 -21%
CIA
557
Concurrent Investment Advisors
Florida
$1.23M +$293K +12,282 +31%
GSAM
558
Grant Street Asset Management
Pennsylvania
$1.23M +$477 +20 +0%
EWM
559
Evermay Wealth Management
Virginia
$1.22M -$64.9K -2,724 -5%
AWM
560
Apex Wealth Management
New Hampshire
$1.22M +$800K +33,575 +192%
Belvedere Trading
561
Belvedere Trading
Illinois
$1.21M +$1.21M +50,954 New
EF
562
Envision Financial
Wisconsin
$1.21M +$78K +3,275 +7%
AWA
563
Acorn Wealth Advisors
Michigan
$1.2M -$336K -14,088 -22%
KWM
564
Keebeck Wealth Management
Illinois
$1.19M -$27.5K -1,156 -2%
AWE
565
Avidian Wealth Enterprises
Texas
$1.19M +$929 +39 +0.1%
FNBT
566
FineMark National Bank & Trust
Florida
$1.19M – – –
PIM
567
Penobscot Investment Management
Massachusetts
$1.18M -$46.1K -1,935 -4%
EGWAG
568
Elwood & Goetz Wealth Advisory Group
Georgia
$1.17M -$59.6K -2,503 -5%
LWM
569
Lionshead Wealth Management
New York
$1.16M +$17.9K +750 +2%
SSWM
570
Smith Salley Wealth Management
North Carolina
$1.16M +$27K +1,135 +2%
HC
571
Hurley Capital
New York
$1.15M +$5.43K +228 +0.5%
WHCI
572
W.H. Cornerstone Investments
Massachusetts
$1.15M +$129K +5,401 +13%
SWM
573
SpringVest Wealth Management
Texas
$1.13M +$267K +11,193 +31%
SHWM
574
Smith & Howard Wealth Management
Georgia
$1.13M -$5.03K -211 -0.4%
FCMA
575
Foresight Capital Management Advisors
Michigan
$1.13M +$3.24K +136 +0.3%
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