SCHB icon

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 %
NSIM
676
North Star Investment Management
Illinois
$699K – – –
TCM
677
Twele Capital Management
Minnesota
$695K +$1.55K +65 +0.2%
HIS
678
Horizon Investment Services
Indiana
$695K -$31.6K -1,328 -4%
FVWA
679
Foster Victor Wealth Advisors
South Carolina
$691K +$10.3K +426 +2%
HIP
680
Harrell Investment Partners
Texas
$690K +$690K +28,936 New
TFP
681
Traction Financial Partners
Wyoming
$689K +$36K +1,511 +6%
EFS
682
Econ Financial Services
Pennsylvania
$684K -$64.1K -2,689 -9%
PCWA
683
Pacific Capital Wealth Advisors
California
$683K -$788K -32,894 -54%
WCM
684
Wealthcare Capital Management
Virginia
$681K -$11.9K -498 -2%
PAMG
685
Patton Albertson Miller Group
Tennessee
$678K +$6.63K +278 +1%
WAM
686
Wernau Asset Management
Massachusetts
$672K – – –
MMA
687
Miracle Mile Advisors
California
$672K -$72.2K -3,030 -10%
GS
688
GWN Securities
Florida
$667K +$210K +8,792 +46%
EFA
689
Edge Financial Advisors
Illinois
$662K +$662K +27,790 New
RCAG
690
Rehmann Capital Advisory Group
Michigan
$661K – – –
CAL
691
Capital Analysts LLC
Pennsylvania
$659K +$39.2K +1,647 +6%
ML
692
McAdam LLC
Pennsylvania
$658K +$34.3K +1,439 +6%
RWP
693
Reliant Wealth Planning
Kentucky
$648K – – –
PA
694
Perennial Advisors
New York
$648K -$6.48K -272 -1%
AA
695
AF Advisors
California
$643K +$167 +7 +0%
HNB
696
Huntington National Bank
Ohio
$642K -$580K – –
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$640K +$763 +32 +0.1%
TIM
698
Total Investment Management
Arizona
$640K +$35.1K +1,471 +6%
VAMG
699
Voisard Asset Management Group
Michigan
$639K -$109K -4,560 -15%
AWM
700
Abound Wealth Management
Tennessee
$637K +$406K +17,029 +176%
26 27
28
29 30