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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 %
CFO
751
Custos Family Office
Texas
$537K -$10.6K -445 -2%
SWM
752
Stockman Wealth Management
Montana
$536K -$5K -210 -0.9%
FA
753
Faithward Advisors
Pennsylvania
$534K -$977 -41 -0.2%
HAP
754
Harbor Asset Planning
Massachusetts
$527K +$527K +22,122 New
VCWA
755
Vanguard Capital Wealth Advisors
Colorado
$524K +$524K +22,006 New
BTI
756
Blue Trust Inc
Georgia
$523K +$834 +35 +0.2%
CWA
757
Clarity Wealth Advisors
California
$522K -$30.6K -1,286 -6%
SW
758
SteelPeak Wealth
California
$521K +$10.2K +427 +2%
HFS
759
Heritage Financial Services
Massachusetts
$519K +$13.2K +552 +3%
RAG
760
RIA Advisory Group
Iowa
$518K -$50.5K -2,121 -9%
NW
761
Naviter Wealth
Arkansas
$517K – – –
HOWA
762
Heritage Oak Wealth Advisors
Florida
$516K -$13K -544 -2%
ATC
763
Argent Trust Co
Tennessee
$516K – – –
NP
764
NorthRock Partners
Minnesota
$515K +$102K +4,263 +25%
PRI
765
Prepared Retirement Institute
Pennsylvania
$513K +$1.98K +83 +0.4%
EHC
766
Everett Harris & Co
California
$512K -$6.2K -260 -1%
SFG
767
Sovereign Financial Group
Connecticut
$511K +$191 +8 +0%
PSCM
768
Per Stirling Capital Management
Texas
$511K -$2.72K -114 -0.5%
HCC
769
Hirtle Callaghan & Co
Pennsylvania
$509K – – –
FIA
770
Foundations Investment Advisors
Arizona
$505K +$55.5K +2,330 +12%
SRWM
771
Shira Ridge Wealth Management
California
$503K – – –
KFP
772
Keener Financial Planning
Texas
$500K – – –
PFBT
773
Parkside Financial Bank & Trust
Missouri
$494K +$214 +9 +0%
ACM
774
Armbruster Capital Management
New York
$493K -$93K -3,902 -16%
CFG
775
Citizens Financial Group
Rhode Island
$491K -$465K -19,525 -49%
29 30
31
32 33