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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,188 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, 484 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+30
Holders Change %
+2.59%
% of All Funds
15.93%
Holding in Top 10
134
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.88%
% of All Funds
1.8%
New
105
Increased
484
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 %
HCP
801
Hardin Capital Partners
South Carolina
$440K +$3.17K +133 +0.7%
TIA
802
Tiemann Investment Advisors
California
$440K -$5K -210 -1%
RWP
803
Revolve Wealth Partners
New Jersey
$438K -$6.12K -257 -1%
LWM
804
Level Wealth Management
North Carolina
$438K – – –
S4W
805
Solutions 4 Wealth
Texas
$437K -$43.6K -1,831 -9%
VFA
806
Valeo Financial Advisors
Indiana
$434K -$10.6K -446 -2%
GC
807
Garde Capital
Washington
$432K +$6.15K +258 +1%
PWA
808
Physician Wealth Advisors
Utah
$431K +$4.17K +175 +1%
HR
809
Hardy Reed
Mississippi
$431K – – –
RCWM
810
Royal Capital Wealth Management
Indiana
$431K +$119 +5 +0%
RFC
811
Regions Financial Corp
Alabama
$430K – – –
YAL
812
Your Advocates Ltd
Texas
$430K +$1.19K +50 +0.3%
SFP
813
Shepherd Financial Partners
Massachusetts
$428K +$1.26K +53 +0.3%
SRC
814
Sage Rhino Capital
California
$427K +$1.05K +44 +0.2%
SPWM
815
Schrum Private Wealth Management
Florida
$425K – – –
SFG
816
Sage Financial Group
Pennsylvania
$424K -$150K -6,278 -26%
CPG
817
Cornerstone Planning Group
New Jersey
$424K -$218 -9 -0.1%
RFP
818
Root Financial Partners
California
$423K -$434K -18,226 -51%
EW
819
Evoke Wealth
California
$423K -$41.8K -1,752 -9%
ONSWM
820
Old North State Wealth Management
North Carolina
$422K +$4.6K +193 +1%
Two Sigma Investments
821
Two Sigma Investments
New York
$422K +$47.7K +2,000 +13%
PSF
822
Pacific Sun Financial
California
$420K – – –
RA
823
Resolute Advisors
California
$418K +$1.03K +43 +0.2%
FA
824
Fiducient Advisors
Illinois
$416K +$1.05K +44 +0.3%
TCWM
825
Total Clarity Wealth Management
Illinois
$415K +$52.8K +2,215 +15%
31 32
33
34 35