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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 %
NCM
651
Next Capital Management
New York
$785K +$2.31K +97 +0.3%
FCH
652
Freestone Capital Holdings
Washington
$771K +$41.3K +1,734 +6%
SPIA
653
Steward Partners Investment Advisory
New York
$763K +$378K +15,845 +98%
IIC
654
Ironwood Investment Counsel
Arizona
$763K -$1.81K -76 -0.2%
MA
655
MCF Advisors
Kentucky
$759K – – –
FFM
656
Forum Financial Management
Illinois
$751K +$32.1K +1,345 +4%
RWRC
657
R.W. Roge & Company
New York
$746K -$20.5K -862 -3%
SAM
658
Smartleaf Asset Management
Massachusetts
$745K +$473K +19,935 +174%
FDCDDQ
659
Federation des caisses Desjardins du Quebec
Quebec, Canada
$743K -$101K -4,250 -12%
MWA
660
Muirfield Wealth Advisors
North Carolina
$742K -$231K -9,677 -24%
GKWIM
661
Gerber Kawasaki Wealth & Investment Management
California
$740K -$13K -544 -2%
AWM
662
Aegis Wealth Management
Maryland
$736K – – –
S
663
Sunpointe
Missouri
$735K -$19K -796 -3%
JIC
664
Joel Isaacson & Co
New York
$731K +$2.17K +91 +0.3%
SAM
665
Smithbridge Asset Management
Pennsylvania
$721K -$210K -8,808 -23%
HS
666
Horan Securities
United States
$720K +$62.4K +2,618 +9%
FWMP
667
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$718K +$386K +16,200 +116%
BIG
668
Builder Investment Group
Georgia
$718K +$11.7K +491 +2%
BCM
669
Bowie Capital Management
Texas
$715K -$214K -9,000 -23%
HBT
670
Hills Bank & Trust
Iowa
$715K – – –
BAM
671
Bosun Asset Management
Illinois
$715K – – –
CFO
672
Callan Family Office
Pennsylvania
$715K – – –
SGWM
673
Sterling Group Wealth Management
California
$711K -$515K -21,596 -42%
TAM
674
Townsend Asset Management
North Carolina
$709K -$66.3K -2,781 -9%
DP
675
Denver PWM
Colorado
$704K +$2.07K +87 +0.3%
25 26
27
28 29