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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 %
BF
751
Blankinship & Foster
California
$538K +$95 +4 +0%
CFO
752
Custos Family Office
Texas
$537K -$10.6K -445 -2%
SWM
753
Stockman Wealth Management
Montana
$536K -$5K -210 -0.9%
FA
754
Faithward Advisors
Pennsylvania
$534K -$977 -41 -0.2%
HAP
755
Harbor Asset Planning
Massachusetts
$527K +$527K +22,122 New
VCWA
756
Vanguard Capital Wealth Advisors
Colorado
$524K +$524K +22,006 New
BTI
757
Blue Trust Inc
Georgia
$523K +$834 +35 +0.2%
CWA
758
Clarity Wealth Advisors
California
$522K -$30.6K -1,286 -6%
SW
759
SteelPeak Wealth
California
$521K +$10.2K +427 +2%
HFS
760
Heritage Financial Services
Massachusetts
$519K +$13.2K +552 +3%
RAG
761
RIA Advisory Group
Iowa
$518K -$50.5K -2,121 -9%
NW
762
Naviter Wealth
Arkansas
$517K – – –
HOWA
763
Heritage Oak Wealth Advisors
Florida
$516K -$13K -544 -2%
ATC
764
Argent Trust Co
Tennessee
$516K – – –
NP
765
NorthRock Partners
Minnesota
$515K +$102K +4,263 +25%
PRI
766
Prepared Retirement Institute
Pennsylvania
$513K +$1.98K +83 +0.4%
EHC
767
Everett Harris & Co
California
$512K -$6.2K -260 -1%
SFG
768
Sovereign Financial Group
Connecticut
$511K +$191 +8 +0%
PSCM
769
Per Stirling Capital Management
Texas
$511K -$2.72K -114 -0.5%
HCC
770
Hirtle Callaghan & Co
Pennsylvania
$509K – – –
FIA
771
Foundations Investment Advisors
Arizona
$505K +$55.5K +2,330 +12%
SRWM
772
Shira Ridge Wealth Management
California
$503K – – –
KFP
773
Keener Financial Planning
Texas
$500K – – –
PFBT
774
Parkside Financial Bank & Trust
Missouri
$494K +$214 +9 +0%
ACM
775
Armbruster Capital Management
New York
$493K -$93K -3,902 -16%
29 30
31
32 33