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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 %
CFG
776
Citizens Financial Group
Rhode Island
$491K -$465K -19,525 -49%
DWM
777
Dakota Wealth Management
Florida
$484K -$31K -1,302 -6%
MFC
778
Morris Financial Concepts
South Carolina
$473K – – –
BDF
779
Black Diamond Financial
Maryland
$470K +$3.86K +162 +0.8%
B
780
BetterWealth
California
$469K – – –
AMIM
781
Aull & Monroe Investment Management
Alabama
$466K -$5.29K -222 -1%
AWA
782
Arkadios Wealth Advisors
Georgia
$462K +$195K +8,193 +73%
AO
783
Advisor OS
Illinois
$461K -$2.24K -94 -0.5%
ECM
784
Evergreen Capital Management
Washington
$461K – – –
WFA
785
West Financial Advisors
Iowa
$458K -$166K -6,951 -27%
BIM
786
Baldwin Investment Management
Pennsylvania
$457K -$2.19K -92 -0.5%
BlackRock
787
BlackRock
New York
$456K – – –
AIM
788
Anchor Investment Management
South Carolina
$453K +$21.4K +900 +5%
GC
789
Gilbert & Cook
Iowa
$452K -$126K -5,296 -22%
ACP
790
Aviance Capital Partners
Florida
$452K – – –
VIA
791
Vickerman Investment Advisors
Washington
$450K +$1.33K +56 +0.3%
VAG
792
VisionPoint Advisory Group
Texas
$449K – – –
SHA
793
Seneca House Advisors
Virginia
$448K +$61.7K +2,591 +16%
ACM
794
AlphaStar Capital Management
North Carolina
$446K +$446K +18,719 New
AC
795
Apella Capital
Connecticut
$445K +$1.1K +46 +0.2%
FA
796
Fiduciary Alliance
South Carolina
$445K -$48.9K -2,053 -10%
AT
797
Arlington Trust
Alabama
$445K -$15.4K -645 -3%
LWM
798
Lakeridge Wealth Management
Ohio
$445K -$41.2K -1,730 -8%
FBB
799
Fulton Breakefield Broenniman
Maryland
$443K +$715 +30 +0.2%
SFS
800
Sowell Financial Services
Arkansas
$441K -$68.7K -2,885 -13%
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32
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