SCHB icon

Schwab US Broad Market ETF

1,194 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 106 funds opening new positions, 488 increasing their positions, 423 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.7M
Puts
$9.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Apollon Wealth Management
South Carolina
$589K
GP
727
Greenline Partners
New York
$589K
SAM
728
Summit Asset Management
Tennessee
$587K
WCM
729
Washburn Capital Management
Florida
$582K
QCM
730
QRG Capital Management
Illinois
$582K
SEIA
731
Signature Estate & Investment Advisors
California
$580K
PCA
732
Prosperity Capital Advisors
Ohio
$578K
SSW
733
Stone Summit Wealth
Florida
$576K
RFA
734
Rollins Financial Advisors
New York
$575K
WFS
735
WealthGarden F.S.
California
$575K
IWM
736
Integris Wealth Management
California
$574K
SWA
737
Sightline Wealth Advisors
Connecticut
$573K
TBWA
738
Three Bridge Wealth Advisors
California
$573K
BP
739
Broadleaf Partners
Ohio
$573K
WAM
740
Weatherly Asset Management
California
$571K
Fisher Asset Management
741
Fisher Asset Management
Washington
$571K
NS
742
NBC Securities
Alabama
$571K
FM
743
Foster & Motley
Ohio
$570K
TW
744
TritonPoint Wealth
Maryland
$569K
WCFA
745
Walkner Condon Financial Advisors
Wisconsin
$568K
WCM
746
Winthrop Capital Management
Indiana
$565K
IF
747
IRON Financial
Illinois
$560K
CFA
748
Capstone Financial Advisors
Illinois
$560K
CNWM
749
Clay Northam Wealth Management
California
$558K
DAS
750
Dynamic Advisor Solutions
Arizona
$556K