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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 %
HFS
776
Heritage Financial Services
Massachusetts
$457K – – –
SRWM
777
Shira Ridge Wealth Management
California
$455K – – –
KFP
778
Keener Financial Planning
Texas
$452K – – –
Qube Research & Technologies (QRT)
779
Qube Research & Technologies (QRT)
United Kingdom
$452K +$47.2K +2,192 +12%
FA
780
Fiduciary Alliance
South Carolina
$447K -$4.95K -230 -1%
PFBT
781
Parkside Financial Bank & Trust
Missouri
$446K +$281K +13,074 +171%
WFS
782
WealthGarden F.S.
California
$441K +$4.16K +193 +1%
LWM
783
Lakeridge Wealth Management
Ohio
$439K -$6.22K -289 -1%
DAS
784
Diversify Advisory Services
Utah
$439K +$439K +20,545 New
GS
785
GWN Securities
Florida
$435K +$435K +19,188 New
S4W
786
Solutions 4 Wealth
Texas
$435K +$366 +17 +0.1%
MFC
787
Morris Financial Concepts
South Carolina
$427K – – –
NA
788
Novus Advisors
South Carolina
$427K +$1.29K +60 +0.3%
AMIM
789
Aull & Monroe Investment Management
Alabama
$426K – – –
B
790
BetterWealth
California
$424K – – –
IA
791
Integrity Alliance
Iowa
$422K +$422K +19,578 New
BDF
792
Black Diamond Financial
Maryland
$421K +$31.4K +1,460 +8%
EW
793
Evoke Wealth
California
$420K -$10.6K -492 -2%
AO
794
Advisor OS
Illinois
$418K -$1.96K -91 -0.5%
AT
795
Arlington Trust
Alabama
$416K +$52.2K +2,424 +14%
ECM
796
Evergreen Capital Management
Washington
$416K -$258 -12 -0.1%
BIM
797
Baldwin Investment Management
Pennsylvania
$415K +$415K +19,279 New
BlackRock
798
BlackRock
New York
$412K -$259K -12,033 -39%
LAIC
799
Lederer & Associates Investment Counsel
California
$409K – – –
ACP
800
Aviance Capital Partners
Florida
$408K -$2.69K -125 -0.7%
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