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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 %
CWA
751
Clarity Wealth Advisors
California
$500K +$65 +3 +0%
HA
752
Hanover Advisors
South Carolina
$497K – – –
CFO
753
Custos Family Office
Texas
$495K – – –
WA
754
Waterford Advisors
New York
$494K – – –
SWM
755
Stockman Wealth Management
Montana
$489K -$218K -10,130 -31%
BF
756
Blankinship & Foster
California
$486K -$37K -1,720 -7%
CWM
757
Congress Wealth Management
Massachusetts
$485K -$33.9K -1,570 -7%
FA
758
Faithward Advisors
Pennsylvania
$483K -$1.44K -67 -0.3%
GIM
759
Goelzer Investment Management
Indiana
$483K +$483K +22,428 New
SAI
760
Savvy Advisors Inc
New York
$480K -$58.1K -2,699 -11%
WCFA
761
Walkner Condon Financial Advisors
Wisconsin
$479K +$33.9K +1,575 +8%
HOWA
762
Heritage Oak Wealth Advisors
Florida
$478K -$11.5K -534 -2%
BTI
763
Blue Trust Inc
Georgia
$472K +$260K +12,071 +122%
EHC
764
Everett Harris & Co
California
$468K -$2.15K -100 -0.5%
NW
765
Naviter Wealth
Arkansas
$467K – – –
ATC
766
Argent Trust Co
Tennessee
$466K – – –
DWM
767
Dakota Wealth Management
Florida
$465K -$9.37K -435 -2%
NFW
768
Noble Family Wealth
Florida
$464K -$15.7K -730 -3%
PSCM
769
Per Stirling Capital Management
Texas
$464K -$3.68K -171 -0.8%
SFG
770
Sovereign Financial Group
Connecticut
$462K -$2.73K -127 -0.6%
PRI
771
Prepared Retirement Institute
Pennsylvania
$461K +$169K +7,861 +58%
SW
772
SteelPeak Wealth
California
$461K +$461K +21,415 New
SFS
773
Sowell Financial Services
Arkansas
$461K -$2.61K -121 -0.6%
HCC
774
Hirtle Callaghan & Co
Pennsylvania
$460K -$10.6K -490 -2%
BL
775
Balentine LLC
Georgia
$457K – – –
29 30
31
32 33