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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 %
WMWM
576
Whitaker-Myers Wealth Managers
Ohio
$1.13M -$12K -505 -1%
CIC
577
Carnegie Investment Counsel
Ohio
$1.12M +$218K +9,146 +24%
MFG
578
Midwest Financial Group
Kansas
$1.11M +$3.29K +138 +0.3%
TF
579
Tompkins Financial
New York
$1.09M – – –
PL
580
Plancorp LLC
Missouri
$1.08M +$28.2K +1,182 +3%
MWM
581
Mission Wealth Management
California
$1.07M +$4.58K +192 +0.4%
LKBC
582
L.K. Benson & Company
Maryland
$1.07M +$4.12K +173 +0.4%
KFP
583
KMG Fiduciary Partners
Ohio
$1.06M – – –
OPWM
584
Oakwell Private Wealth Management
Texas
$1.05M – – –
CCM
585
Chilton Capital Management
Texas
$1.04M +$12.3K +517 +1%
PIWA
586
Prevail Innovative Wealth Advisors
Kansas
$1.04M +$230K +9,631 +28%
CCM
587
Colorado Capital Management
Colorado
$1.03M – – –
TPWM
588
Twelve Points Wealth Management
Massachusetts
$1.02M – – –
MCM
589
Mengis Capital Management
Oregon
$1.01M +$1.1K +46 +0.1%
BFS
590
Burkett Financial Services
South Carolina
$1M -$22.4K -942 -2%
FA
591
FF Advisors
California
$1M +$3.86K +162 +0.4%
DI
592
Diligent Investors
California
$999K -$131K -5,488 -12%
FEM
593
Fulcrum Equity Management
Texas
$996K +$162K +6,783 +19%
SIA
594
Soltis Investment Advisors
Utah
$994K +$130K +5,461 +15%
PAS
595
Park Avenue Securities
New York
$994K +$96.3K +4,040 +11%
BC
596
Barrett & Company
Rhode Island
$990K +$953 +40 +0.1%
OC
597
Oarsman Capital
Wisconsin
$981K +$86K +3,608 +10%
DWM
598
Diversify Wealth Management
Utah
$974K -$63.2K -2,549 -6%
BWP
599
BlueStem Wealth Partners
Minnesota
$972K -$82.6K -3,466 -8%
GT
600
Greenleaf Trust
Michigan
$967K – – –
22 23
24
25 26