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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
15.9%
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 %
TF
576
Tompkins Financial
New York
$1.09M – – –
PL
577
Plancorp LLC
Missouri
$1.08M +$28.2K +1,182 +3%
MWM
578
Mission Wealth Management
California
$1.07M +$4.58K +192 +0.4%
LKBC
579
L.K. Benson & Company
Maryland
$1.07M +$4.12K +173 +0.4%
KFP
580
KMG Fiduciary Partners
Ohio
$1.06M – – –
OPWM
581
Oakwell Private Wealth Management
Texas
$1.05M – – –
CCM
582
Chilton Capital Management
Texas
$1.04M +$12.3K +517 +1%
PIWA
583
Prevail Innovative Wealth Advisors
Kansas
$1.04M +$230K +9,631 +28%
CCM
584
Colorado Capital Management
Colorado
$1.03M – – –
TPWM
585
Twelve Points Wealth Management
Massachusetts
$1.02M – – –
MCM
586
Mengis Capital Management
Oregon
$1.01M +$1.1K +46 +0.1%
BFS
587
Burkett Financial Services
South Carolina
$1M -$22.4K -942 -2%
FA
588
FF Advisors
California
$1M +$3.86K +162 +0.4%
DI
589
Diligent Investors
California
$999K -$131K -5,488 -12%
FEM
590
Fulcrum Equity Management
Texas
$996K +$162K +6,783 +19%
SIA
591
Soltis Investment Advisors
Utah
$994K +$130K +5,461 +15%
PAS
592
Park Avenue Securities
New York
$994K +$96.3K +4,040 +11%
BC
593
Barrett & Company
Rhode Island
$990K +$953 +40 +0.1%
OC
594
Oarsman Capital
Wisconsin
$981K +$86K +3,608 +10%
DWM
595
Diversify Wealth Management
Utah
$974K -$63.2K -2,549 -6%
BWP
596
BlueStem Wealth Partners
Minnesota
$972K -$82.6K -3,466 -8%
GT
597
Greenleaf Trust
Michigan
$967K – – –
CAL
598
Capital Advisors Ltd
Ohio
$962K +$65.5K +2,747 +7%
SPFA
599
Summit Place Financial Advisors
New Jersey
$962K +$14.3K +600 +2%
TIP
600
Tandem Investment Partners
New Jersey
$958K -$12.9K -541 -1%
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