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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 %
PIA
701
Pinion Investment Advisors
Kansas
$574K +$243K +11,295 +73%
SWM
702
Spire Wealth Management
Virginia
$570K -$67.9K -3,156 -11%
WAM
703
Weatherly Asset Management
California
$569K – – –
WFA
704
West Financial Advisors
Iowa
$563K – – –
ML
705
McAdam LLC
Pennsylvania
$563K -$78.2K -3,630 -12%
OWMIAS
706
One Wealth Management Investment & Advisory Services
Florida
$562K +$562K +26,116 New
SAF
707
Smith Anglin Financial
Texas
$562K +$1.7K +79 +0.3%
WCM
708
Washburn Capital Management
Florida
$561K – – –
CAL
709
Capital Analysts LLC
Pennsylvania
$560K +$148K +6,876 +36%
GI
710
GS Investments
Minnesota
$559K -$1.53K -71 -0.3%
GF
711
Goodman Financial
Texas
$558K +$558K +25,935 New
CAAM
712
Cornerstone Advisors Asset Management
Pennsylvania
$558K +$1.72K +80 +0.3%
PCA
713
Prosperity Capital Advisors
Ohio
$558K – – –
CA
714
Crewe Advisors
Utah
$557K +$15.6K +725 +3%
SG
715
StoneX Group
New York
$557K +$303K +14,093 +120%
AWA
716
Aletheian Wealth Advisors
Washington
$557K -$79.4K -3,688 -12%
BWA
717
Bordeaux Wealth Advisors
California
$555K +$27.6K +1,282 +5%
TSS
718
Two Sigma Securities
New York
$552K +$552K +25,651 New
QCM
719
QRG Capital Management
Illinois
$551K -$154K -7,153 -22%
AWM
720
Apollon Wealth Management
South Carolina
$549K -$62.8K -2,917 -10%
PB
721
Pinnacle Bancorp
Nebraska
$548K +$233K +10,807 +74%
TIM
722
Total Investment Management
Arizona
$547K +$51.7K +2,400 +10%
AWA
723
Aquire Wealth Advisors
Utah
$544K – – –
PWMAG
724
Pinnacle Wealth Management Advisory Group
New Jersey
$543K +$1.9K +88 +0.3%
MPCL
725
My Personal CFO LLC
Washington
$543K +$409 +19 +0.1%
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