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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,158 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, 457 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.73%
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
457
Reduced
425
Closed
57
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$58.2M
2
KAS
Kestra Advisory Services
Texas
+$44.9M
3
CMAI
Capital Management Associates Inc
Minnesota
+$39.4M
4
SCM
SCS Capital Management
Massachusetts
+$36.5M
5
WA
Waverly Advisors
Alabama
+$33.5M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$92.8M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$86.1M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$38.7M
4
WCM
Weaver Capital Management
Georgia
-$33.9M
5
FSA
Financial Services Advisory
Maryland
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
726
Shakespeare Wealth Management
Wisconsin
$540K -$6.61K -307 -1%
OFP
727
OLIO Financial Planning
Virginia
$534K -$19.2K -893 -3%
SSI
728
Scott & Selber Inc
Texas
$533K +$344 +16 +0.1%
GP
729
Greenline Partners
New York
$530K +$470K +192,298 +784%
ACM
730
Armbruster Capital Management
New York
$529K -$18.9K -876 -3%
BIA
731
Bell Investment Advisors
California
$526K -$483K -22,453 -48%
SWP
732
Stratos Wealth Partners
Ohio
$524K +$26.3K +1,220 +5%
GC
733
Gilbert & Cook
Iowa
$523K – – –
FM
734
Foster & Motley
Ohio
$521K -$131K -6,086 -20%
CFA
735
Capstone Financial Advisors
Illinois
$521K +$3.27K +152 +0.6%
RFA
736
Rollins Financial Advisors
New York
$520K – – –
AL
737
ACAS LLC
California
$519K -$12.9K -600 -2%
SFG
738
Sage Financial Group
Pennsylvania
$518K +$126K +5,846 +32%
BP
739
Broadleaf Partners
Ohio
$517K +$11K +511 +2%
SAM
740
Summit Asset Management
Tennessee
$516K +$16.2K +753 +3%
NS
741
NBC Securities
Alabama
$514K +$514K +23,858 +103,730%
TW
742
TritonPoint Wealth
Maryland
$514K +$5.6K +260 +1%
RAG
743
RIA Advisory Group
Iowa
$513K +$4.61K +214 +0.9%
SWA
744
Sightline Wealth Advisors
Connecticut
$513K -$7.86K -365 -2%
G
745
Gainplan
Michigan
$508K – – –
DF
746
Dunhill Financial
United Kingdom
$507K +$507K +23,543 New
IF
747
IRON Financial
Illinois
$506K +$366 +17 +0.1%
CNWM
748
Clay Northam Wealth Management
California
$504K -$538 -25 -0.1%
MFA
749
Mayflower Financial Advisors
Massachusetts
$502K – – –
DAS
750
Dynamic Advisor Solutions
Arizona
$501K +$501K +23,261 New
28 29
30
31 32