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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,188 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, 484 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+30
Holders Change %
+2.59%
% of All Funds
15.93%
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
484
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 %
FCH
651
Freestone Capital Holdings
Washington
$771K +$41.3K +1,734 +6%
SPIA
652
Steward Partners Investment Advisory
New York
$763K +$378K +15,845 +98%
IIC
653
Ironwood Investment Counsel
Arizona
$763K -$1.81K -76 -0.2%
MA
654
MCF Advisors
Kentucky
$759K – – –
FFM
655
Forum Financial Management
Illinois
$751K +$32.1K +1,345 +4%
RWRC
656
R.W. Roge & Company
New York
$746K -$20.5K -862 -3%
SAM
657
Smartleaf Asset Management
Massachusetts
$745K +$473K +19,935 +174%
FDCDDQ
658
Federation des caisses Desjardins du Quebec
Quebec, Canada
$743K -$101K -4,250 -12%
MWA
659
Muirfield Wealth Advisors
North Carolina
$742K -$231K -9,677 -24%
GKWIM
660
Gerber Kawasaki Wealth & Investment Management
California
$740K -$13K -544 -2%
AWM
661
Aegis Wealth Management
Maryland
$736K – – –
S
662
Sunpointe
Missouri
$735K -$19K -796 -3%
JIC
663
Joel Isaacson & Co
New York
$731K +$2.17K +91 +0.3%
SAM
664
Smithbridge Asset Management
Pennsylvania
$721K -$210K -8,808 -23%
HS
665
Horan Securities
United States
$720K +$62.4K +2,618 +9%
FWMP
666
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$718K +$386K +16,200 +116%
BIG
667
Builder Investment Group
Georgia
$718K +$11.7K +491 +2%
BCM
668
Bowie Capital Management
Texas
$715K -$214K -9,000 -23%
HBT
669
Hills Bank & Trust
Iowa
$715K – – –
BAM
670
Bosun Asset Management
Illinois
$715K – – –
CFO
671
Callan Family Office
Pennsylvania
$715K – – –
SGWM
672
Sterling Group Wealth Management
California
$711K -$515K -21,596 -42%
TAM
673
Townsend Asset Management
North Carolina
$709K -$66.3K -2,781 -9%
DP
674
Denver PWM
Colorado
$704K +$2.07K +87 +0.3%
CF
675
Copperwynd Financial
Arizona
$703K +$703K +29,519 New
25 26
27
28 29