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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 %
LSIA
651
LaSalle St. Investment Advisors
Illinois
$725K -$124K -5,784 -15%
DF
652
DecisionPoint Financial
Arizona
$720K +$720K +33,423 New
CWA
653
Continuum Wealth Advisors
New York
$718K +$32K +1,488 +5%
AWM
654
AE Wealth Management
Kansas
$717K +$120K +5,551 +20%
AWM
655
Altus Wealth Management
Kentucky
$717K +$49.2K +2,286 +7%
MCCP
656
Mission Creek Capital Partners
California
$714K -$65.6K -3,045 -8%
HPA
657
High Probability Advisors
New York
$712K +$32.4K +1,506 +5%
AF
658
Advisornet Financial
Minnesota
$709K +$10.2K +476 +1%
NCM
659
Next Capital Management
New York
$707K +$707K +32,829 New
PCP
660
Proficio Capital Partners
Massachusetts
$702K +$702K +32,594 New
TAM
661
Townsend Asset Management
North Carolina
$700K +$926 +43 +0.1%
CFP
662
Catalyst Financial Partners
Massachusetts
$696K +$696K +32,324 New
RWRC
663
R.W. Roge & Company
New York
$693K -$41.3K -1,918 -6%
IIC
664
Ironwood Investment Counsel
Arizona
$691K +$5.56K +258 +0.8%
MA
665
MCF Advisors
Kentucky
$686K -$56.3K -2,617 -8%
WSFS
666
Wilmington Savings Fund Society
Delaware
$683K – – –
S
667
Sunpointe
Missouri
$681K +$681K +31,622 New
GKWIM
668
Gerber Kawasaki Wealth & Investment Management
California
$680K -$840 -39 -0.1%
EFS
669
Econ Financial Services
Pennsylvania
$675K -$95.6K -4,441 -12%
VAMG
670
Voisard Asset Management Group
Michigan
$675K +$710 +33 +0.1%
Jane Street
671
Jane Street
New York
$673K -$6.24M -289,931 -90%
MMA
672
Miracle Mile Advisors
California
$672K +$2.78K +129 +0.4%
FCH
673
Freestone Capital Holdings
Washington
$659K -$175K -8,141 -21%
JIC
674
Joel Isaacson & Co
New York
$658K +$2K +93 +0.3%
HIS
675
Horizon Investment Services
Indiana
$656K -$40.8K -1,894 -6%
25 26
27
28 29