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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,157 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, 456 increasing their positions, 425 reducing their positions, and 57 closing their positions.

Holders
1,157
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.72%
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
456
Reduced
425
Closed
57
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M

Top Buyers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$58.2M
2
KAS
2
Kestra Advisory Services
Texas
$47.4M
3
CMAI
3
Capital Management Associates Inc
Minnesota
$75.9M
4
SCM
4
SCS Capital Management
Massachusetts
$256M
5
WA
5
Waverly Advisors
Alabama
$58.9M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$12.5M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$38.3M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.26B
4
WCM
4
Weaver Capital Management
Georgia
$0
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$43.2M 2,007,238 +101,409 +5%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$43.1M 1,999,875 -6,196 -0.3%
SFG
53
Sunburst Financial Group
Alabama
$43M 1,997,828 +57,988 +3%
EFG
54
Ethos Financial Group
Pennsylvania
$42.4M 1,869,318 -1,653 -0.1%
Truist Financial
55
Truist Financial
North Carolina
$41.9M 1,946,735 +170,578 +10%
SC
56
Savant Capital
Illinois
$41.4M 1,921,770 +233,512 +14%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$40.1M 1,863,787 -63,595 -3%
SFG
58
SNS Financial Group
Minnesota
$40M 1,858,469 -75,066 -4%
RPGK
59
Retirement Planning Group (Kansas)
Kansas
$38.3M 1,778,153 -3,999,484 -69%
RC
60
Roundview Capital
New Jersey
$36.2M 1,683,587 +94,287 +6%
MAG
61
Members Advisory Group
New York
$36.1M 1,676,355 +76,569 +5%
OIA
62
OneDigital Investment Advisors
Kansas
$34.7M 1,609,493 -271,807 -14%
BWA
63
Boulder Wealth Advisors
Colorado
$33.6M 1,560,616 +35,343 +2%
CIA
64
Cape Investment Advisory
Georgia
$33.6M 1,559,190 -17,997 -1%
Goldman Sachs
65
Goldman Sachs
New York
$33.4M 1,549,572 +518,984 +50%
JIP
66
Jaffetilchin Investment Partners
Florida
$32.6M 1,515,479 -28,412 -2%
GCA
67
Genesee Capital Advisors
New York
$32.1M 1,490,806 -44,924 -3%
WAG
68
Winthrop Advisory Group
Massachusetts
$30.8M 1,432,582 -43,797 -3%
AF
69
Allworth Financial
California
$30.6M 1,453,211 +565,439 +64%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$30.4M 1,411,628 -101,638 -7%
LEFP
71
Leading Edge Financial Planning
Tennessee
$27.6M 1,283,864 +46,536 +4%
Charles Schwab
72
Charles Schwab
California
$27.6M 1,282,278 +67,867 +6%
WWM
73
WT Wealth Management
Arizona
$27.6M 1,280,212 +11,531 +0.9%
UBS Group
74
UBS Group
Switzerland
$26.7M 1,240,017 -43,001 -3%
PAM
75
Pegasus Asset Management
New York
$25.6M 1,189,311 -22,325 -2%
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