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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
15.91%
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 %
WC
601
Waterloo Capital
Texas
$953K -$23.4K -980 -2%
WA
602
Wealthstream Advisors
New York
$950K +$106K +4,462 +13%
ECM
603
Exchange Capital Management
Michigan
$949K -$33.4K -1,400 -3%
WIM
604
Waycross Investment Management
Washington
$948K – – –
IAP
605
Indie Asset Partners
Indiana
$948K -$46.5K -1,950 -5%
Fifth Third Bancorp
606
Fifth Third Bancorp
Ohio
$934K -$13.4K -563 -1%
CPL
607
CAP Partners LLC
Tennessee
$931K -$2.34K -98 -0.3%
FF
608
Farrow Financial
Vermont
$924K +$87.6K +3,678 +10%
NCMW
609
Northern Capital Management (Washington)
Washington
$917K +$18.8K +789 +2%
PPWP
610
Premier Path Wealth Partners
New Jersey
$916K +$24 +1 +0%
CTB
611
Country Trust Bank
Illinois
$911K – – –
CFA
612
Cahill Financial Advisors
Minnesota
$904K +$1.79K +75 +0.2%
BA
613
Bridgewater Advisors
New York
$902K +$1.54K +63 +0.2%
LWMT
614
Legacy Wealth Management (Tennessee)
Tennessee
$900K +$20.4K +854 +2%
PRS
615
Pinkerton Retirement Specialists
Idaho
$900K -$9.6M -402,718 -91%
DSAM
616
Dock Street Asset Management
Florida
$882K -$37.7K -1,582 -4%
MWG
617
Martin Worley Group
Utah
$880K -$92.6K -3,887 -10%
BBA
618
BLB&B Advisors
Pennsylvania
$880K -$39.8K -1,669 -4%
CFB
619
Cullen/Frost Bankers
Texas
$878K – – –
EAM
620
Evanson Asset Management
California
$878K +$36.5K +1,531 +4%
PFC
621
Phocas Financial Corp
California
$868K – – –
HPA
622
High Probability Advisors
New York
$866K +$77.9K +3,271 +10%
MIA
623
MainStreet Investment Advisors
Illinois
$863K -$56K -2,350 -6%
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$863K -$56K -2,350 -6%
EE
625
EWG Elevate
California
$853K -$6.74K -283 -0.8%
23 24
25
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