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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 %
LKBC
576
L.K. Benson & Company
Maryland
$959K +$14.1K +656 +1%
BWP
577
BlueStem Wealth Partners
Minnesota
$953K -$40.8K -1,896 -4%
PL
578
Plancorp LLC
Missouri
$952K +$299K +13,869 +46%
OPWM
579
Oakwell Private Wealth Management
Texas
$951K -$81.4K -3,782 -8%
CCM
580
Chilton Capital Management
Texas
$932K -$193K -8,964 -17%
GT
581
Glenmede Trust
Pennsylvania
$932K -$56K -2,600 -6%
JF
582
Joule Financial
Kentucky
$931K +$26.3K +1,220 +3%
BFS
583
Burkett Financial Services
South Carolina
$928K +$55.2K +2,566 +6%
CCM
584
Colorado Capital Management
Colorado
$927K -$3.49K -162 -0.4%
TPWM
585
Twelve Points Wealth Management
Massachusetts
$920K -$55.7K -2,586 -6%
SEIA
586
Signature Estate & Investment Advisors
California
$920K +$35.1K +1,632 +4%
WHCI
587
W.H. Cornerstone Investments
Massachusetts
$919K +$59.6K +2,766 +7%
MCM
588
Mengis Capital Management
Oregon
$908K -$3.83K -178 -0.4%
FA
589
FF Advisors
California
$906K +$80.1K +3,708 +10%
IAP
590
Indie Asset Partners
Indiana
$898K -$41.2K -1,915 -4%
DWM
591
Diversify Wealth Management
Utah
$894K -$93K -4,356 -9%
BC
592
Barrett & Company
Rhode Island
$894K +$883 +41 +0.1%
ECM
593
Exchange Capital Management
Michigan
$888K -$14.9K -690 -2%
WC
594
Waterloo Capital
Texas
$882K -$14.2K -659 -2%
MWA
595
Muirfield Wealth Advisors
North Carolina
$879K -$13.2K -615 -1%
MWG
596
Martin Worley Group
Utah
$878K -$74.6K -3,464 -8%
TIP
597
Tandem Investment Partners
New Jersey
$877K -$14.4K -671 -2%
GT
598
Greenleaf Trust
Michigan
$874K – – –
CFG
599
Citizens Financial Group
Rhode Island
$864K +$2.48K +115 +0.3%
APG
600
Abacus Planning Group
South Carolina
$860K +$178K +8,272 +26%
22 23
24
25 26