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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,189 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, 485 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
15.94%
Holding in Top 10
135
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.65%
% of All Funds
1.81%
New
105
Increased
485
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 %
QCM
726
QRG Capital Management
Illinois
$582K -$27.6K -1,158 -5%
SEIA
727
Signature Estate & Investment Advisors
California
$580K -$438K -18,365 -43%
PCA
728
Prosperity Capital Advisors
Ohio
$578K -$37.2K -1,563 -6%
SSW
729
Stone Summit Wealth
Florida
$576K +$291K +12,223 +102%
RFA
730
Rollins Financial Advisors
New York
$575K – – –
WFS
731
WealthGarden F.S.
California
$575K +$75.4K +3,092 +15%
IWM
732
Integris Wealth Management
California
$574K +$574K +24,107 New
SWA
733
Sightline Wealth Advisors
Connecticut
$573K +$5.1K +214 +0.9%
TBWA
734
Three Bridge Wealth Advisors
California
$573K +$310K +12,996 +118%
BP
735
Broadleaf Partners
Ohio
$573K +$620 +26 +0.1%
WAM
736
Weatherly Asset Management
California
$571K -$58.3K -2,445 -9%
Fisher Asset Management
737
Fisher Asset Management
Washington
$571K +$327K +13,707 +134%
NS
738
NBC Securities
Alabama
$571K +$1.93K +81 +0.3%
FM
739
Foster & Motley
Ohio
$570K -$6.03K -253 -1%
TW
740
TritonPoint Wealth
Maryland
$569K +$48 +2 +0%
WCFA
741
Walkner Condon Financial Advisors
Wisconsin
$568K +$37.4K +1,568 +7%
WCM
742
Winthrop Capital Management
Indiana
$565K -$161K -6,739 -22%
IF
743
IRON Financial
Illinois
$560K +$357 +15 +0.1%
CFA
744
Capstone Financial Advisors
Illinois
$560K -$16.4K -690 -3%
CNWM
745
Clay Northam Wealth Management
California
$558K – – –
DAS
746
Dynamic Advisor Solutions
Arizona
$556K +$1.38K +58 +0.2%
MFA
747
Mayflower Financial Advisors
Massachusetts
$555K – – –
WA
748
Waterford Advisors
New York
$547K +$457K +116,065 +506%
SWM
749
Sterling Wealth Management
Illinois
$547K +$547K +22,939 New
LAIC
750
Lederer & Associates Investment Counsel
California
$546K +$93.5K +3,925 +21%
28 29
30
31 32