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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 %
PFC
626
Phocas Financial Corp
California
$784K – – –
SWM
627
SpringVest Wealth Management
Texas
$783K – – –
SIA
628
Soltis Investment Advisors
Utah
$781K +$781K +36,266 New
RFP
629
Root Financial Partners
California
$778K +$28.2K +1,304 +4%
EE
630
EWG Elevate
California
$777K -$1.62M -75,299 -68%
BFC
631
Bedel Financial Consulting
Indiana
$769K +$969 +45 +0.1%
GC
632
Grimes & Company
Massachusetts
$767K +$2.24K +104 +0.3%
DT
633
Diversified Trust
Tennessee
$765K – – –
FDCDDQ
634
Federation des caisses Desjardins du Quebec
Quebec, Canada
$763K +$763K +35,450 New
WA
635
Wealthstream Advisors
New York
$762K -$220K -10,234 -22%
EAM
636
Evanson Asset Management
California
$760K +$30.7K +1,428 +4%
ODIJL
637
One Day In July LLC
Vermont
$758K – – –
MA
638
Marquette Associates
Illinois
$757K – – –
FF
639
Farrow Financial
Vermont
$756K -$36.8K -1,708 -5%
FEM
640
Fulcrum Equity Management
Texas
$754K +$58.5K +2,718 +8%
HI
641
Hudock Inc
Pennsylvania
$750K +$624 +29 +0.1%
CWA
642
Consilium Wealth Advisory
Texas
$742K – – –
MWA
643
Monograph Wealth Advisors
California
$742K – – –
CIC
644
Carnegie Investment Counsel
Ohio
$737K -$42K -2,167 -5%
AWM
645
Aegis Wealth Management
Maryland
$736K -$8.66K -402 -1%
CAM
646
Costello Asset Management
Pennsylvania
$736K +$725K +33,683 +7,017%
DWM
647
DecisionMap Wealth Management
Virginia
$735K -$1.83K -85 -0.2%
MAC
648
Mason & Associates (California)
California
$734K -$197K -9,141 -21%
WP
649
Westmount Partners
California
$734K +$2.07K +96 +0.3%
PIWA
650
Prevail Innovative Wealth Advisors
Kansas
$732K +$24.1K +1,120 +3%
24 25
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