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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 %
WCM
676
Winthrop Capital Management
Indiana
$655K +$1.03K +48 +0.2%
AAS
677
Annex Advisory Services
Wisconsin
$651K +$35.3K +1,640 +6%
FFM
678
Forum Financial Management
Illinois
$650K +$209K +9,704 +47%
BAM
679
Bosun Asset Management
Illinois
$646K – – –
HBT
680
Hills Bank & Trust
Iowa
$646K – – –
CFO
681
Callan Family Office
Pennsylvania
$646K – – –
BIG
682
Builder Investment Group
Georgia
$638K +$24.7K +1,149 +4%
DP
683
Denver PWM
Colorado
$634K -$8.46K -393 -1%
NSIM
684
North Star Investment Management
Illinois
$632K – – –
HF
685
HRT Financial
New York
$629K +$629K +29,260 New
PF
686
Penney Financial
Texas
$628K -$66.7K -3,100 -10%
TCM
687
Twele Capital Management
Minnesota
$627K +$1.64K +76 +0.3%
WCM
688
Wealthcare Capital Management
Virginia
$626K – – –
WAM
689
Wernau Asset Management
Massachusetts
$607K – – –
PAMG
690
Patton Albertson Miller Group
Tennessee
$606K -$1.03K -48 -0.2%
RCAG
691
Rehmann Capital Advisory Group
Michigan
$597K – – –
TF
692
TLWM Financial
Texas
$594K -$947 -44 -0.2%
HS
693
Horan Securities
United States
$594K +$1.29K +60 +0.2%
PA
694
Perennial Advisors
New York
$591K -$56.8K -2,640 -9%
TFP
695
Traction Financial Partners
Wyoming
$590K -$33.5K -1,557 -5%
RWP
696
Reliant Wealth Planning
Kentucky
$585K – – –
AA
697
AF Advisors
California
$581K +$172 +8 +0%
HNB
698
Huntington National Bank
Ohio
$580K -$545K – –
FVWA
699
Foster Victor Wealth Advisors
South Carolina
$578K +$39.7K +1,937 +7%
BTWM
700
Baker Tilly Wealth Management
Wisconsin
$578K +$732 +34 +0.1%
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