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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,188 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, 484 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+30
Holders Change %
+2.59%
% of All Funds
15.93%
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
484
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 %
SEIA
726
Signature Estate & Investment Advisors
California
$580K -$438K -18,365 -43%
PCA
727
Prosperity Capital Advisors
Ohio
$578K -$37.2K -1,563 -6%
SSW
728
Stone Summit Wealth
Florida
$576K +$291K +12,223 +102%
RFA
729
Rollins Financial Advisors
New York
$575K – – –
WFS
730
WealthGarden F.S.
California
$575K +$75.4K +3,092 +15%
IWM
731
Integris Wealth Management
California
$574K +$574K +24,107 New
SWA
732
Sightline Wealth Advisors
Connecticut
$573K +$5.1K +214 +0.9%
TBWA
733
Three Bridge Wealth Advisors
California
$573K +$310K +12,996 +118%
BP
734
Broadleaf Partners
Ohio
$573K +$620 +26 +0.1%
WAM
735
Weatherly Asset Management
California
$571K -$58.3K -2,445 -9%
Fisher Asset Management
736
Fisher Asset Management
Washington
$571K +$327K +13,707 +134%
NS
737
NBC Securities
Alabama
$571K +$1.93K +81 +0.3%
FM
738
Foster & Motley
Ohio
$570K -$6.03K -253 -1%
TW
739
TritonPoint Wealth
Maryland
$569K +$48 +2 +0%
WCFA
740
Walkner Condon Financial Advisors
Wisconsin
$568K +$37.4K +1,568 +7%
WCM
741
Winthrop Capital Management
Indiana
$565K -$161K -6,739 -22%
IF
742
IRON Financial
Illinois
$560K +$357 +15 +0.1%
CFA
743
Capstone Financial Advisors
Illinois
$560K -$16.4K -690 -3%
CNWM
744
Clay Northam Wealth Management
California
$558K – – –
DAS
745
Dynamic Advisor Solutions
Arizona
$556K +$1.38K +58 +0.2%
MFA
746
Mayflower Financial Advisors
Massachusetts
$555K – – –
WA
747
Waterford Advisors
New York
$547K +$457K +116,065 +506%
SWM
748
Sterling Wealth Management
Illinois
$547K +$547K +22,939 New
LAIC
749
Lederer & Associates Investment Counsel
California
$546K +$93.5K +3,925 +21%
BF
750
Blankinship & Foster
California
$538K +$95 +4 +0%
28 29
30
31 32