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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,187 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
1,187
Holders Change
+30
Holders Change %
+2.59%
% of All Funds
15.92%
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
+$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 %
EE
626
EWG Elevate
California
$853K -$6.74K -283 -0.8%
GC
627
Grimes & Company
Massachusetts
$852K +$2.45K +103 +0.3%
BFC
628
Bedel Financial Consulting
Indiana
$852K +$1.05K +44 +0.1%
DT
629
Diversified Trust
Tennessee
$847K -$548 -23 -0.1%
MA
630
Marquette Associates
Illinois
$838K – – –
IF
631
Ironwood Financial
Arizona
$836K – – –
ODIJL
632
One Day In July LLC
Vermont
$832K -$7.44K -312 -0.9%
HI
633
Hudock Inc
Pennsylvania
$825K -$4.81K -202 -0.6%
CA
634
Crewe Advisors
Utah
$825K +$208K +8,721 +34%
MWA
635
Monograph Wealth Advisors
California
$822K +$763 +32 +0.1%
CWA
636
Consilium Wealth Advisory
Texas
$821K – – –
MAC
637
Mason & Associates (California)
California
$813K +$214 +9 +0%
OWM
638
OneAscent Wealth Management
Alabama
$812K +$438K +18,386 +117%
DWM
639
DecisionMap Wealth Management
Virginia
$811K -$2.07K -87 -0.3%
CAM
640
Costello Asset Management
Pennsylvania
$810K -$4.17K -175 -0.5%
GWM
641
Geneos Wealth Management
Colorado
$805K -$312K -13,086 -28%
LSIA
642
LaSalle St. Investment Advisors
Illinois
$802K – – –
OWMIAS
643
One Wealth Management Investment & Advisory Services
Florida
$800K +$178K +7,473 +29%
DF
644
DecisionPoint Financial
Arizona
$796K – – –
NCM
645
Northwest Capital Management
Oregon
$796K -$271K -11,372 -25%
WP
646
Westmount Partners
California
$794K -$18K -756 -2%
MCCP
647
Mission Creek Capital Partners
California
$789K -$1.19K -50 -0.2%
AF
648
Advisornet Financial
Minnesota
$785K +$691 +29 +0.1%
NCM
649
Next Capital Management
New York
$785K +$2.31K +97 +0.3%
FCH
650
Freestone Capital Holdings
Washington
$771K +$41.3K +1,734 +6%
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