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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 %
KA
826
Klingman & Associates
New York
$415K – – –
JPWM
827
Jamison Private Wealth Management
Georgia
$415K +$1.05K +44 +0.3%
BWMG
828
Barnes Wealth Management Group
California
$413K +$1.07K +45 +0.3%
GCM
829
Gibraltar Capital Management
Oklahoma
$413K – – –
TCM
830
Telos Capital Management
California
$412K +$1.22K +51 +0.3%
AWM
831
Accurate Wealth Management
Florida
$411K +$411K +17,000 New
GLA
832
Good Life Advisors
Pennsylvania
$408K +$1.19K +50 +0.3%
TWM
833
Trevian Wealth Management
Massachusetts
$407K +$168K +7,044 +70%
GC
834
Gibson Capital
Pennsylvania
$405K +$71 +3 +0%
AAG
835
Armstrong Advisory Group
Massachusetts
$404K -$6.58K -276 -2%
AMM
836
American Money Management
California
$404K – – –
GWS
837
Glassman Wealth Services
Virginia
$401K +$268K +11,267 +202%
UAS
838
United Asset Strategies
New York
$399K -$30.3K -1,273 -7%
FRA
839
Front Row Advisors
California
$399K +$2.96K +124 +0.7%
AFGAS
840
Allegiance Financial Group Advisory Services
Virginia
$397K +$397K +16,673 New
MMCM
841
Murphy & Mullick Capital Management
New York
$396K +$97.5K +4,000 +33%
SIMG
842
Sonora Investment Management Group
Arizona
$396K +$1.1K +46 +0.3%
JC
843
Jacobs & Co
California
$395K – – –
MIM
844
Moseley Investment Management
Florida
$393K – – –
BWFA
845
Baltimore-Washington Financial Advisors
Maryland
$392K +$10.8K +454 +3%
MJRIC
846
Mogy Joel R Investment Counsel
California
$391K +$391K +16,398 New
MCA
847
Magnolia Capital Advisors
Mississippi
$390K +$29.5K +1,238 +8%
AWA
848
Alaska Wealth Advisors
Alaska
$389K -$48K -2,014 -11%
BWP
849
Baldwin Wealth Partners
Massachusetts
$387K +$405 +17 +0.1%
PCM
850
Perritt Capital Management
Illinois
$383K +$4.17K +175 +1%
32 33
34
35 36