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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
AO
801
Advisor OS
Illinois
$418K -$2.07K -91 -0.5%
AT
802
Arlington Trust
Alabama
$416K +$55.1K +2,424 +14%
ECM
803
Evergreen Capital Management
Washington
$416K -$273 -12 -0.1%
BIM
804
Baldwin Investment Management
Pennsylvania
$415K +$439K +19,279 New
BlackRock
805
BlackRock
New York
$412K -$274K -12,033 -39%
LAIC
806
Lederer & Associates Investment Counsel
California
$409K
ACP
807
Aviance Capital Partners
Florida
$408K -$2.84K -125 -0.7%
NL
808
NWAM LLC
Washington
$408K -$93K -4,088 -18%
FIA
809
Foundations Investment Advisors
Arizona
$406K +$13.3K +583 +3%
VAG
810
VisionPoint Advisory Group
Texas
$406K +$429K +18,840 New
VIA
811
Vickerman Investment Advisors
Washington
$405K +$2.43K +107 +0.6%
WS
812
Wedbush Securities
California
$405K -$23.2K -1,019 -5%
TIA
813
Tiemann Investment Advisors
California
$402K
VFA
814
Valeo Financial Advisors
Indiana
$402K +$49.9K +2,193 +13%
RWP
815
Revolve Wealth Partners
New Jersey
$402K -$65K -2,858 -13%
FBB
816
Fulton Breakefield Broenniman
Maryland
$399K +$121K +5,326 +40%
LWM
817
Level Wealth Management
North Carolina
$396K -$16.5K -726 -4%
HCP
818
Hardin Capital Partners
South Carolina
$395K +$1.86K +82 +0.4%
AWA
819
Alaska Wealth Advisors
Alaska
$395K -$72.2K -3,173 -15%
CNBT
820
Canandaigua National Bank & Trust
New York
$394K +$54.2K +2,382 +15%
AAG
821
Armstrong Advisory Group
Massachusetts
$391K
AIM
822
Anchor Investment Management
South Carolina
$390K +$20.3K +893 +5%
HR
823
Hardy Reed
Mississippi
$389K
RCWM
824
Royal Capital Wealth Management
Indiana
$389K +$114 +5 +0%
RFC
825
Regions Financial Corp
Alabama
$389K

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.