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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,179 hedge funds and large institutions have $11.1B invested in Schwab US Broad Market ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 483 increasing their positions, 417 reducing their positions, and 44 closing their positions.

Holders
1,179
Holders Change
+22
Holders Change %
+1.9%
% of All Funds
15.83%
Holding in Top 10
134
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.88%
% of All Funds
1.8%
New
104
Increased
483
Reduced
417
Closed
44
Calls
$31.7M
Puts
$9.44M
Net Calls
+$22.2M
Net Calls Change
-$2.79M

Top Buyers

1
AC
1
AlphaCore Capital
California
$142M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$50.1M
3
HWA
3
HHM Wealth Advisors
Tennessee
$130M
4
R
4
Rebalance
California
$314M
5
QCM
5
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
1
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.34B
3
CMAI
3
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
4
Charles Schwab
California
$10.8M
5
HCM
5
Hengehold Capital Management
Ohio
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
EFG
51
Ethos Financial Group
Pennsylvania
$49.1M 2,059,938 +190,620 +10%
WA
52
WBH Advisory
Maryland
$48.3M 2,025,879 -99,169 -5%
SFG
53
SNS Financial Group
Minnesota
$44.4M 1,864,325 +5,856 +0.3%
CMAI
54
Capital Management Associates Inc
Minnesota
$42.3M 1,775,141 -1,752,141 -50%
MAG
55
Members Advisory Group
New York
$42.2M 1,770,217 +93,862 +6%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$42.2M 1,769,342 -94,445 -5%
RC
57
Roundview Capital
New Jersey
$39.1M 1,639,862 -43,725 -3%
CIA
58
Cape Investment Advisory
Georgia
$37.7M 1,583,013 +23,823 +2%
JIP
59
Jaffetilchin Investment Partners
Florida
$36.7M 1,539,575 +24,096 +2%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$36.6M 1,537,151 -241,002 -14%
Truist Financial
61
Truist Financial
North Carolina
$36.5M 1,529,675 -417,060 -21%
GCA
62
Genesee Capital Advisors
New York
$36.1M 1,514,413 +23,607 +2%
OIA
63
OneDigital Investment Advisors
Kansas
$36.1M 1,513,108 -96,385 -6%
AF
64
Allworth Financial
California
$34.9M 1,465,459 +12,248 +0.8%
Corient Private Wealth
65
Corient Private Wealth
Florida
$33M 1,386,236 +714,933 +106%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$32.8M 1,375,023 -36,605 -3%
LPT
67
Legacy Private Trust
Wisconsin
$32.8M 1,374,564 +201,811 +17%
Raymond James Financial
68
Raymond James Financial
Florida
$31.9M 1,339,244 +292,176 +28%
LEFP
69
Leading Edge Financial Planning
Tennessee
$31.9M 1,338,719 +54,855 +4%
UBS Group
70
UBS Group
Switzerland
$31.5M 1,322,811 +82,794 +7%
JWS
71
Juncture Wealth Strategies
Arizona
$30.1M 1,261,049 +475,070 +60%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$29.8M 1,250,036 +134,464 +12%
QCM
73
Quantinno Capital Management
New York
$29.4M 1,234,589 +1,116,125 +942%
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$29M 1,217,202 +908,659 +294%
SA
75
Shilanski & Associates
Alaska
$28.4M 1,193,682 +32,381 +3%
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