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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,190 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 106 funds opening new positions, 485 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,190
Holders Change
+32
Holders Change %
+2.76%
% of All Funds
15.95%
Holding in Top 10
136
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.43%
% of All Funds
1.82%
New
106
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 %
DP
676
Denver PWM
Colorado
$704K +$2.07K +87 +0.3%
CF
677
Copperwynd Financial
Arizona
$703K +$703K +29,519 New
NSIM
678
North Star Investment Management
Illinois
$699K – – –
TCM
679
Twele Capital Management
Minnesota
$695K +$1.55K +65 +0.2%
HIS
680
Horizon Investment Services
Indiana
$695K -$31.6K -1,328 -4%
FVWA
681
Foster Victor Wealth Advisors
South Carolina
$691K +$10.3K +426 +2%
HIP
682
Harrell Investment Partners
Texas
$690K +$690K +28,936 New
TFP
683
Traction Financial Partners
Wyoming
$689K +$36K +1,511 +6%
EFS
684
Econ Financial Services
Pennsylvania
$684K -$64.1K -2,689 -9%
PCWA
685
Pacific Capital Wealth Advisors
California
$683K -$788K -32,894 -54%
WCM
686
Wealthcare Capital Management
Virginia
$681K -$11.9K -498 -2%
PAMG
687
Patton Albertson Miller Group
Tennessee
$678K +$6.63K +278 +1%
WAM
688
Wernau Asset Management
Massachusetts
$672K – – –
MMA
689
Miracle Mile Advisors
California
$672K -$72.2K -3,030 -10%
GS
690
GWN Securities
Florida
$667K +$210K +8,792 +46%
EFA
691
Edge Financial Advisors
Illinois
$662K +$662K +27,790 New
RCAG
692
Rehmann Capital Advisory Group
Michigan
$661K – – –
CAL
693
Capital Analysts LLC
Pennsylvania
$659K +$39.2K +1,647 +6%
ML
694
McAdam LLC
Pennsylvania
$658K +$34.3K +1,439 +6%
RWP
695
Reliant Wealth Planning
Kentucky
$648K – – –
PA
696
Perennial Advisors
New York
$648K -$6.48K -272 -1%
AA
697
AF Advisors
California
$643K +$167 +7 +0%
HNB
698
Huntington National Bank
Ohio
$642K -$580K – –
BTWM
699
Baker Tilly Wealth Management
Wisconsin
$640K +$763 +32 +0.1%
TIM
700
Total Investment Management
Arizona
$640K +$35.1K +1,471 +6%
26 27
28
29 30