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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,189 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, 485 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
15.94%
Holding in Top 10
135
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.65%
% of All Funds
1.81%
New
105
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 %
AWM
701
Abound Wealth Management
Tennessee
$637K +$406K +17,029 +176%
AAS
702
Annex Advisory Services
Wisconsin
$627K -$93.9K -3,942 -13%
SAF
703
Smith Anglin Financial
Texas
$624K +$1.84K +77 +0.3%
CAAM
704
Cornerstone Advisors Asset Management
Pennsylvania
$620K +$1.81K +76 +0.3%
AWA
705
Aletheian Wealth Advisors
Washington
$616K +$71 +3 +0%
BWA
706
Bordeaux Wealth Advisors
California
$614K +$191 +8 +0%
CWA
707
Continuum Wealth Advisors
New York
$610K -$185K -7,770 -23%
AWM
708
AE Wealth Management
Kansas
$606K -$188K -7,876 -24%
PB
709
Pinnacle Bancorp
Nebraska
$606K – – –
GI
710
GS Investments
Minnesota
$605K -$14.5K -610 -2%
GIM
711
Goelzer Investment Management
Indiana
$603K +$68.8K +2,886 +13%
AWA
712
Aquire Wealth Advisors
Utah
$602K – – –
PWMAG
713
Pinnacle Wealth Management Advisory Group
New Jersey
$601K +$48 +2 +0%
MPCL
714
My Personal CFO LLC
Washington
$601K +$405 +17 +0.1%
AL
715
ACAS LLC
California
$600K -$1.87K -75 -0.3%
SWM
716
Shakespeare Wealth Management
Wisconsin
$598K – – –
CFP
717
Catalyst Financial Partners
Massachusetts
$594K -$176K -7,400 -23%
SWP
718
Stratos Wealth Partners
Ohio
$594K +$13.6K +571 +2%
Franklin Resources
719
Franklin Resources
California
$593K +$273K +11,445 +85%
SSI
720
Scott & Selber Inc
Texas
$591K +$381 +16 +0.1%
OFP
721
OLIO Financial Planning
Virginia
$591K -$24 -1 -0%
AWM
722
Apollon Wealth Management
South Carolina
$589K -$17.9K -753 -3%
GP
723
Greenline Partners
New York
$589K -$4.58M -192,144 -89%
SAM
724
Summit Asset Management
Tennessee
$587K +$15.9K +667 +3%
WCM
725
Washburn Capital Management
Florida
$582K -$38.6K -1,619 -6%
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