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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 %
AAS
701
Annex Advisory Services
Wisconsin
$627K -$93.9K -3,942 -13%
SAF
702
Smith Anglin Financial
Texas
$624K +$1.84K +77 +0.3%
CAAM
703
Cornerstone Advisors Asset Management
Pennsylvania
$620K +$1.81K +76 +0.3%
AWA
704
Aletheian Wealth Advisors
Washington
$616K +$71 +3 +0%
BWA
705
Bordeaux Wealth Advisors
California
$614K +$191 +8 +0%
CWA
706
Continuum Wealth Advisors
New York
$610K -$185K -7,770 -23%
AWM
707
AE Wealth Management
Kansas
$606K -$188K -7,876 -24%
PB
708
Pinnacle Bancorp
Nebraska
$606K – – –
GI
709
GS Investments
Minnesota
$605K -$14.5K -610 -2%
GIM
710
Goelzer Investment Management
Indiana
$603K +$68.8K +2,886 +13%
AWA
711
Aquire Wealth Advisors
Utah
$602K – – –
PWMAG
712
Pinnacle Wealth Management Advisory Group
New Jersey
$601K +$48 +2 +0%
MPCL
713
My Personal CFO LLC
Washington
$601K +$405 +17 +0.1%
AL
714
ACAS LLC
California
$600K -$1.87K -75 -0.3%
SWM
715
Shakespeare Wealth Management
Wisconsin
$598K – – –
CFP
716
Catalyst Financial Partners
Massachusetts
$594K -$176K -7,400 -23%
SWP
717
Stratos Wealth Partners
Ohio
$594K +$13.6K +571 +2%
Franklin Resources
718
Franklin Resources
California
$593K +$273K +11,445 +85%
SSI
719
Scott & Selber Inc
Texas
$591K +$381 +16 +0.1%
OFP
720
OLIO Financial Planning
Virginia
$591K -$24 -1 -0%
AWM
721
Apollon Wealth Management
South Carolina
$589K -$17.9K -753 -3%
GP
722
Greenline Partners
New York
$589K -$4.58M -192,144 -89%
SAM
723
Summit Asset Management
Tennessee
$587K +$15.9K +667 +3%
WCM
724
Washburn Capital Management
Florida
$582K -$38.6K -1,619 -6%
QCM
725
QRG Capital Management
Illinois
$582K -$27.6K -1,158 -5%
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