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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 %
WIM
601
Waycross Investment Management
Washington
$856K – – –
Fifth Third Bancorp
602
Fifth Third Bancorp
Ohio
$856K -$156K -7,255 -15%
SPFA
603
Summit Place Financial Advisors
New Jersey
$856K +$1.08K +50 +0.1%
CCB
604
Cutter & Co Brokerage
Missouri
$852K +$119K +5,537 +16%
CIA
605
Concurrent Investment Advisors
Florida
$844K -$43.9K -2,040 -5%
CPL
606
CAP Partners LLC
Tennessee
$843K -$3.7K -172 -0.4%
SAM
607
Smithbridge Asset Management
Pennsylvania
$841K +$841K +39,061 New
BCM
608
Bowie Capital Management
Texas
$840K – – –
IF
609
Ironwood Financial
Arizona
$836K +$17.5K +811 +2%
FF
610
Financial Futures
New Jersey
$833K +$360K +16,704 +76%
DSAM
611
Dock Street Asset Management
Florida
$831K – – –
BBA
612
BLB&B Advisors
Pennsylvania
$831K -$77.2K -3,588 -9%
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$831K – – –
MIA
614
MainStreet Investment Advisors
Illinois
$831K +$831K +38,575 New
PPWP
615
Premier Path Wealth Partners
New Jersey
$827K -$26.4K -1,225 -3%
CTB
616
Country Trust Bank
Illinois
$824K – – –
CFA
617
Cahill Financial Advisors
Minnesota
$815K -$39.8K -1,847 -5%
NCMW
618
Northern Capital Management (Washington)
Washington
$811K +$8.18K +380 +1%
PAS
619
Park Avenue Securities
New York
$811K +$26.9K +1,249 +3%
CAL
620
Capital Advisors Ltd
Ohio
$810K -$45.3K -2,104 -5%
OC
621
Oarsman Capital
Wisconsin
$809K +$12.5K +581 +2%
PFS
622
Prospera Financial Services
Texas
$802K +$92.2K +4,280 +13%
LWMT
623
Legacy Wealth Management (Tennessee)
Tennessee
$795K +$258 +12 +0%
CFB
624
Cullen/Frost Bankers
Texas
$793K -$64.6K -3,000 -8%
BA
625
Bridgewater Advisors
New York
$784K +$3.07K +144 +0.4%
23 24
25
26 27