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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,186 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, 483 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+29
Holders Change %
+2.51%
% of All Funds
15.91%
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
483
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
$142M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$50.1M
3
HWA
HHM Wealth Advisors
Tennessee
$130M
4
R
Rebalance
California
$314M
5
QCM
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.34B
3
CMAI
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
Charles Schwab
California
$10.8M
5
HCM
Hengehold Capital Management
Ohio
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
51
Sunburst Financial Group
Alabama
$49.6M +$2.03M +85,021 +4%
EFG
52
Ethos Financial Group
Pennsylvania
$49.1M +$4.54M +190,620 +10%
WA
53
WBH Advisory
Maryland
$48.3M -$2.36M -99,169 -5%
SFG
54
SNS Financial Group
Minnesota
$44.4M +$140K +5,856 +0.3%
CMAI
55
Capital Management Associates Inc
Minnesota
$42.3M -$41.8M -1,752,141 -50%
MAG
56
Members Advisory Group
New York
$42.2M +$2.24M +93,862 +6%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$42.2M -$2.25M -94,445 -5%
RC
58
Roundview Capital
New Jersey
$39.1M -$1.04M -43,725 -3%
CIA
59
Cape Investment Advisory
Georgia
$37.7M +$568K +23,823 +2%
JIP
60
Jaffetilchin Investment Partners
Florida
$36.7M +$574K +24,096 +2%
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$36.6M -$5.74M -241,002 -14%
Truist Financial
62
Truist Financial
North Carolina
$36.5M -$9.94M -417,060 -21%
GCA
63
Genesee Capital Advisors
New York
$36.1M +$563K +23,607 +2%
OIA
64
OneDigital Investment Advisors
Kansas
$36.1M -$2.3M -96,385 -6%
AF
65
Allworth Financial
California
$34.9M +$292K +12,248 +0.8%
Corient Private Wealth
66
Corient Private Wealth
Florida
$33M +$17M +714,933 +106%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$32.8M -$872K -36,605 -3%
LPT
68
Legacy Private Trust
Wisconsin
$32.8M +$4.81M +201,811 +17%
Raymond James Financial
69
Raymond James Financial
Florida
$31.9M +$6.96M +292,176 +28%
LEFP
70
Leading Edge Financial Planning
Tennessee
$31.9M +$1.31M +54,855 +4%
UBS Group
71
UBS Group
Switzerland
$31.5M +$1.97M +82,794 +7%
JWS
72
Juncture Wealth Strategies
Arizona
$30.1M +$11.3M +475,070 +60%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$29.8M +$3.2M +134,464 +12%
QCM
74
Quantinno Capital Management
New York
$29.4M +$26.6M +1,116,125 +942%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$29M +$21.7M +908,659 +294%
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