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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 %
NL
801
NWAM LLC
Washington
$408K -$88K -4,088 -18%
FIA
802
Foundations Investment Advisors
Arizona
$406K +$12.6K +583 +3%
VAG
803
VisionPoint Advisory Group
Texas
$406K +$406K +18,840 New
VIA
804
Vickerman Investment Advisors
Washington
$405K +$2.3K +107 +0.6%
WS
805
Wedbush Securities
California
$405K -$21.9K -1,019 -5%
TIA
806
Tiemann Investment Advisors
California
$402K – – –
VFA
807
Valeo Financial Advisors
Indiana
$402K +$47.2K +2,193 +13%
RWP
808
Revolve Wealth Partners
New Jersey
$402K -$61.5K -2,858 -13%
FBB
809
Fulton Breakefield Broenniman
Maryland
$399K +$115K +5,326 +40%
LWM
810
Level Wealth Management
North Carolina
$396K -$15.6K -726 -4%
HCP
811
Hardin Capital Partners
South Carolina
$395K +$1.77K +82 +0.4%
AWA
812
Alaska Wealth Advisors
Alaska
$395K -$68.3K -3,173 -15%
CNBT
813
Canandaigua National Bank & Trust
New York
$394K +$51.3K +2,382 +15%
AAG
814
Armstrong Advisory Group
Massachusetts
$391K – – –
AIM
815
Anchor Investment Management
South Carolina
$390K +$19.2K +893 +5%
HR
816
Hardy Reed
Mississippi
$389K – – –
RCWM
817
Royal Capital Wealth Management
Indiana
$389K +$108 +5 +0%
RFC
818
Regions Financial Corp
Alabama
$389K – – –
UAS
819
United Asset Strategies
New York
$388K +$215 +10 +0.1%
YAL
820
Your Advocates Ltd
Texas
$387K +$1.12K +52 +0.3%
AC
821
Apella Capital
Connecticut
$387K +$3.45K +165 +0.9%
PWA
822
Physician Wealth Advisors
Utah
$386K +$5.28K +245 +1%
SFP
823
Shepherd Financial Partners
Massachusetts
$385K +$1.16K +54 +0.3%
GC
824
Garde Capital
Washington
$385K -$45.3K -2,106 -11%
SRC
825
Sage Rhino Capital
California
$384K +$990 +46 +0.3%
31 32
33
34 35