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Schwab US Broad Market ETF

1,170 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 79 funds opening new positions, 462 increasing their positions, 428 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $9.7M

34% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 59

8% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 428

0.24% more ownership

Funds ownership: 33.08%33.32% (+0.24%)

1% less funds holding

Funds holding: 1,1781,170 (-8)

5% less funds holding in top 10

Funds holding in top 10: 138131 (-7)

27% less capital invested

Capital invested by funds: $14.1B → $10.2B (-$3.85B)

Holders
1,170
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
15.69%
Holding in Top 10
131
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.07%
% of All Funds
1.76%
New
79
Increased
462
Reduced
428
Closed
59
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
676
Miracle Mile Advisors
California
$672K +$2.93K +129 +0.4%
FCH
677
Freestone Capital Holdings
Washington
$659K -$185K -8,141 -21%
JIC
678
Joel Isaacson & Co
New York
$658K +$2.12K +93 +0.3%
HIS
679
Horizon Investment Services
Indiana
$656K -$43.1K -1,894 -6%
WCM
680
Winthrop Capital Management
Indiana
$655K +$1.09K +48 +0.2%
AAS
681
Annex Advisory Services
Wisconsin
$651K +$37.3K +1,640 +6%
FFM
682
Forum Financial Management
Illinois
$650K +$221K +9,704 +47%
BAM
683
Bosun Asset Management
Illinois
$646K
CFO
684
Callan Family Office
Pennsylvania
$646K
HBT
685
Hills Bank & Trust
Iowa
$646K
BIG
686
Builder Investment Group
Georgia
$638K +$26.1K +1,149 +4%
DP
687
Denver PWM
Colorado
$634K -$8.94K -393 -1%
NSIM
688
North Star Investment Management
Illinois
$632K
HF
689
HRT Financial
New York
$629K +$666K +29,260 New
PF
690
Penney Financial
Texas
$628K -$70.5K -3,100 -10%
TCM
691
Twele Capital Management
Minnesota
$627K +$1.73K +76 +0.3%
WCM
692
Wealthcare Capital Management
Virginia
$626K
WAM
693
Wernau Asset Management
Massachusetts
$607K
PAMG
694
Patton Albertson Miller Group
Tennessee
$606K -$1.09K -48 -0.2%
SA
695
Sanctuary Advisors
Indiana
$599K +$15.5K +683 +3%
RCAG
696
Rehmann Capital Advisory Group
Michigan
$597K
TF
697
TLWM Financial
Texas
$594K -$1K -44 -0.2%
HS
698
Horan Securities
United States
$594K +$1.36K +60 +0.2%
PA
699
Perennial Advisors
New York
$591K -$60.1K -2,640 -9%
TFP
700
Traction Financial Partners
Wyoming
$590K -$35.4K -1,557 -5%

SCHB Hedge Fund Activity: Q1 2025 in Review

1,170 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2025, worth a combined $10.2B — down 27% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHB positions and 59 closed out — a net gain of 20 holders — while 462 added to existing stakes and 428 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $61.5M. The largest seller was Empower Advisory Group, cutting an estimated $98.1M.

  • 1,170 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2025, down from 1,178 in Q4 2024.
  • Funds reported $10.2B of Schwab US Broad Market ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 79 funds opened new Schwab US Broad Market ETF positions in Q1 2025 and 59 closed out, a net change of +20 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $61.5M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2025 was Empower Advisory Group, an estimated $98.1M sold.

Based on aggregated 13F filings for Q1 2025.