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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 %
MIA
626
MainStreet Investment Advisors
Illinois
$863K -$56K -2,350 -6%
MPWT
627
MassMutual Private Wealth & Trust
Connecticut
$863K -$56K -2,350 -6%
EE
628
EWG Elevate
California
$853K -$6.74K -283 -0.8%
GC
629
Grimes & Company
Massachusetts
$852K +$2.45K +103 +0.3%
BFC
630
Bedel Financial Consulting
Indiana
$852K +$1.05K +44 +0.1%
DT
631
Diversified Trust
Tennessee
$847K -$548 -23 -0.1%
MA
632
Marquette Associates
Illinois
$838K – – –
IF
633
Ironwood Financial
Arizona
$836K – – –
ODIJL
634
One Day In July LLC
Vermont
$832K -$7.44K -312 -0.9%
HI
635
Hudock Inc
Pennsylvania
$825K -$4.81K -202 -0.6%
CA
636
Crewe Advisors
Utah
$825K +$208K +8,721 +34%
MWA
637
Monograph Wealth Advisors
California
$822K +$763 +32 +0.1%
CWA
638
Consilium Wealth Advisory
Texas
$821K – – –
MAC
639
Mason & Associates (California)
California
$813K +$214 +9 +0%
OWM
640
OneAscent Wealth Management
Alabama
$812K +$438K +18,386 +117%
DWM
641
DecisionMap Wealth Management
Virginia
$811K -$2.07K -87 -0.3%
CAM
642
Costello Asset Management
Pennsylvania
$810K -$4.17K -175 -0.5%
GWM
643
Geneos Wealth Management
Colorado
$805K -$312K -13,086 -28%
LSIA
644
LaSalle St. Investment Advisors
Illinois
$802K – – –
OWMIAS
645
One Wealth Management Investment & Advisory Services
Florida
$800K +$178K +7,473 +29%
DF
646
DecisionPoint Financial
Arizona
$796K – – –
NCM
647
Northwest Capital Management
Oregon
$796K -$271K -11,372 -25%
WP
648
Westmount Partners
California
$794K -$18K -756 -2%
MCCP
649
Mission Creek Capital Partners
California
$789K -$1.19K -50 -0.2%
AF
650
Advisornet Financial
Minnesota
$785K +$691 +29 +0.1%
24 25
26
27 28