SCHB icon

Schwab US Broad Market ETF

1,194 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 106 funds opening new positions, 488 increasing their positions, 423 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.7M
Puts
$9.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
576
W.H. Cornerstone Investments
Massachusetts
$1.15M
SWM
577
SpringVest Wealth Management
Texas
$1.13M
SHWM
578
Smith & Howard Wealth Management
Georgia
$1.13M
FCMA
579
Foresight Capital Management Advisors
Michigan
$1.13M
WMWM
580
Whitaker-Myers Wealth Managers
Ohio
$1.13M
CIC
581
Carnegie Investment Counsel
Ohio
$1.12M
MFG
582
Midwest Financial Group
Kansas
$1.11M
TF
583
Tompkins Financial
New York
$1.09M
PL
584
Plancorp LLC
Missouri
$1.08M
MWM
585
Mission Wealth Management
California
$1.07M
LKBC
586
L.K. Benson & Company
Maryland
$1.07M
KFP
587
KMG Fiduciary Partners
Ohio
$1.06M
OPWM
588
Oakwell Private Wealth Management
Texas
$1.05M
CCM
589
Chilton Capital Management
Texas
$1.04M
PIWA
590
Prevail Innovative Wealth Advisors
Kansas
$1.04M
CCM
591
Colorado Capital Management
Colorado
$1.03M
TPWM
592
Twelve Points Wealth Management
Massachusetts
$1.02M
MCM
593
Mengis Capital Management
Oregon
$1.01M
BFS
594
Burkett Financial Services
South Carolina
$1M
FA
595
FF Advisors
California
$1M
DI
596
Diligent Investors
California
$999K
FEM
597
Fulcrum Equity Management
Texas
$996K
SIA
598
Soltis Investment Advisors
Utah
$994K
PAS
599
Park Avenue Securities
New York
$994K
BC
600
Barrett & Company
Rhode Island
$990K