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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 %
SPWM
826
Schrum Private Wealth Management
Florida
$384K – – –
HWP
827
Heritage Wealth Partners
Ohio
$383K +$383K +17,787 New
PSF
828
Pacific Sun Financial
California
$380K – – –
AWM
829
Apex Wealth Management
New Hampshire
$377K +$11K +509 +3%
RA
830
Resolute Advisors
California
$377K +$34.3K +1,592 +10%
ONSWM
831
Old North State Wealth Management
North Carolina
$377K +$1.81K +84 +0.5%
FA
832
Fiducient Advisors
Illinois
$375K +$375K +17,402 New
KA
833
Klingman & Associates
New York
$375K – – –
JPWM
834
Jamison Private Wealth Management
Georgia
$374K -$14.1K -653 -4%
NP
835
NorthRock Partners
Minnesota
$374K +$258 +12 +0.1%
GCM
836
Gibraltar Capital Management
Oklahoma
$373K – – –
PI
837
Pachira Investments
California
$372K +$41.4K +1,930 +13%
BWMG
838
Barnes Wealth Management Group
California
$372K +$86.1K +4,000 +30%
TCM
839
Telos Capital Management
California
$371K -$101K -4,711 -21%
AA
840
AlphaQ Advisors
Florida
$371K +$1.34K +62 +0.4%
CIA
841
Capital Investment Advisors
Georgia
$370K +$67.2K +3,120 +22%
GLA
842
Good Life Advisors
Pennsylvania
$367K +$1.12K +52 +0.3%
GC
843
Gibson Capital
Pennsylvania
$366K +$366K +17,012 New
ESB
844
Essex Savings Bank
Connecticut
$366K +$31.3K +1,453 +9%
USCWA
845
U.S. Capital Wealth Advisors
Texas
$366K +$64.8K +3,009 +22%
AMM
846
American Money Management
California
$365K – – –
CPG
847
Cornerstone Planning Group
New Jersey
$360K +$142K +6,888 +65%
AWM
848
Accredited Wealth Management
Kentucky
$360K -$11K -513 -3%
FRA
849
Front Row Advisors
California
$357K -$9.9K -460 -3%
JC
850
Jacobs & Co
California
$357K – – –
32 33
34
35 36