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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 %
DWM
776
Dakota Wealth Management
Florida
$484K -$31K -1,302 -6%
MFC
777
Morris Financial Concepts
South Carolina
$473K – – –
BDF
778
Black Diamond Financial
Maryland
$470K +$3.86K +162 +0.8%
B
779
BetterWealth
California
$469K – – –
AMIM
780
Aull & Monroe Investment Management
Alabama
$466K -$5.29K -222 -1%
AWA
781
Arkadios Wealth Advisors
Georgia
$462K +$195K +8,193 +73%
AO
782
Advisor OS
Illinois
$461K -$2.24K -94 -0.5%
ECM
783
Evergreen Capital Management
Washington
$461K – – –
WFA
784
West Financial Advisors
Iowa
$458K -$166K -6,951 -27%
BIM
785
Baldwin Investment Management
Pennsylvania
$457K -$2.19K -92 -0.5%
BlackRock
786
BlackRock
New York
$456K – – –
AIM
787
Anchor Investment Management
South Carolina
$453K +$21.4K +900 +5%
GC
788
Gilbert & Cook
Iowa
$452K -$126K -5,296 -22%
ACP
789
Aviance Capital Partners
Florida
$452K – – –
VIA
790
Vickerman Investment Advisors
Washington
$450K +$1.33K +56 +0.3%
VAG
791
VisionPoint Advisory Group
Texas
$449K – – –
SHA
792
Seneca House Advisors
Virginia
$448K +$61.7K +2,591 +16%
ACM
793
AlphaStar Capital Management
North Carolina
$446K +$446K +18,719 New
AC
794
Apella Capital
Connecticut
$445K +$1.1K +46 +0.2%
FA
795
Fiduciary Alliance
South Carolina
$445K -$48.9K -2,053 -10%
AT
796
Arlington Trust
Alabama
$445K -$15.4K -645 -3%
LWM
797
Lakeridge Wealth Management
Ohio
$445K -$41.2K -1,730 -8%
FBB
798
Fulton Breakefield Broenniman
Maryland
$443K +$715 +30 +0.2%
SFS
799
Sowell Financial Services
Arkansas
$441K -$68.7K -2,885 -13%
WS
800
Wedbush Securities
California
$441K -$6.79K -285 -2%
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