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Schwab US Broad Market ETF

1,170 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 79 funds opening new positions, 462 increasing their positions, 428 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $9.7M

34% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 59

8% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 428

0.24% more ownership

Funds ownership: 33.08%33.32% (+0.24%)

1% less funds holding

Funds holding: 1,1781,170 (-8)

5% less funds holding in top 10

Funds holding in top 10: 138131 (-7)

27% less capital invested

Capital invested by funds: $14.1B → $10.2B (-$3.85B)

Holders
1,170
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
15.69%
Holding in Top 10
131
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.07%
% of All Funds
1.76%
New
79
Increased
462
Reduced
428
Closed
59
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
776
Per Stirling Capital Management
Texas
$464K -$3.89K -171 -0.8%
SFG
777
Sovereign Financial Group
Connecticut
$462K -$2.89K -127 -0.6%
PRI
778
Prepared Retirement Institute
Pennsylvania
$461K +$179K +7,861 +58%
SW
779
SteelPeak Wealth
California
$461K +$487K +21,415 New
SFS
780
Sowell Financial Services
Arkansas
$461K -$2.75K -121 -0.6%
HCC
781
Hirtle Callaghan & Co
Pennsylvania
$460K -$11.1K -490 -2%
BL
782
Balentine LLC
Georgia
$457K
HFS
783
Heritage Financial Services
Massachusetts
$457K
SRWM
784
Shira Ridge Wealth Management
California
$455K
KFP
785
Keener Financial Planning
Texas
$452K
Qube Research & Technologies (QRT)
786
Qube Research & Technologies (QRT)
United Kingdom
$452K +$49.9K +2,192 +12%
FA
787
Fiduciary Alliance
South Carolina
$447K -$5.23K -230 -1%
PFBT
788
Parkside Financial Bank & Trust
Missouri
$446K +$297K +13,074 +171%
WFS
789
WealthGarden F.S.
California
$441K +$4.39K +193 +1%
LWM
790
Lakeridge Wealth Management
Ohio
$439K -$6.57K -289 -1%
DAS
791
Diversify Advisory Services
Utah
$439K +$467K +20,545 New
GS
792
GWN Securities
Florida
$435K +$436K +19,188 New
S4W
793
Solutions 4 Wealth
Texas
$435K +$387 +17 +0.1%
MFC
794
Morris Financial Concepts
South Carolina
$427K
NA
795
Novus Advisors
South Carolina
$427K +$1.36K +60 +0.3%
AMIM
796
Aull & Monroe Investment Management
Alabama
$426K
B
797
BetterWealth
California
$424K
IA
798
Integrity Alliance
Iowa
$422K +$445K +19,578 New
BDF
799
Black Diamond Financial
Maryland
$421K +$33.2K +1,460 +8%
EW
800
Evoke Wealth
California
$420K -$11.2K -492 -2%

SCHB Hedge Fund Activity: Q1 2025 in Review

1,170 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2025, worth a combined $10.2B — down 27% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHB positions and 59 closed out — a net gain of 20 holders — while 462 added to existing stakes and 428 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $61.5M. The largest seller was Empower Advisory Group, cutting an estimated $98.1M.

  • 1,170 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2025, down from 1,178 in Q4 2024.
  • Funds reported $10.2B of Schwab US Broad Market ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 79 funds opened new Schwab US Broad Market ETF positions in Q1 2025 and 59 closed out, a net change of +20 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $61.5M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2025 was Empower Advisory Group, an estimated $98.1M sold.

Based on aggregated 13F filings for Q1 2025.