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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 %
CAL
601
Capital Advisors Ltd
Ohio
$962K +$65.5K +2,747 +7%
SPFA
602
Summit Place Financial Advisors
New Jersey
$962K +$14.3K +600 +2%
TIP
603
Tandem Investment Partners
New Jersey
$958K -$12.9K -541 -1%
WC
604
Waterloo Capital
Texas
$953K -$23.4K -980 -2%
WA
605
Wealthstream Advisors
New York
$950K +$106K +4,462 +13%
ECM
606
Exchange Capital Management
Michigan
$949K -$33.4K -1,400 -3%
WIM
607
Waycross Investment Management
Washington
$948K – – –
IAP
608
Indie Asset Partners
Indiana
$948K -$46.5K -1,950 -5%
Fifth Third Bancorp
609
Fifth Third Bancorp
Ohio
$934K -$13.4K -563 -1%
CPL
610
CAP Partners LLC
Tennessee
$931K -$2.34K -98 -0.3%
FF
611
Farrow Financial
Vermont
$924K +$87.6K +3,678 +10%
NCMW
612
Northern Capital Management (Washington)
Washington
$917K +$18.8K +789 +2%
PPWP
613
Premier Path Wealth Partners
New Jersey
$916K +$24 +1 +0%
CTB
614
Country Trust Bank
Illinois
$911K – – –
CFA
615
Cahill Financial Advisors
Minnesota
$904K +$1.79K +75 +0.2%
BA
616
Bridgewater Advisors
New York
$902K +$1.54K +63 +0.2%
LWMT
617
Legacy Wealth Management (Tennessee)
Tennessee
$900K +$20.4K +854 +2%
PRS
618
Pinkerton Retirement Specialists
Idaho
$900K -$9.6M -402,718 -91%
DSAM
619
Dock Street Asset Management
Florida
$882K -$37.7K -1,582 -4%
MWG
620
Martin Worley Group
Utah
$880K -$92.6K -3,887 -10%
BBA
621
BLB&B Advisors
Pennsylvania
$880K -$39.8K -1,669 -4%
CFB
622
Cullen/Frost Bankers
Texas
$878K – – –
EAM
623
Evanson Asset Management
California
$878K +$36.5K +1,531 +4%
PFC
624
Phocas Financial Corp
California
$868K – – –
HPA
625
High Probability Advisors
New York
$866K +$77.9K +3,271 +10%
23 24
25
26 27