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Schwab US Broad Market ETF
SCHB

1,210 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 107 funds opening new positions, 496 increasing their positions, 425 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $9.44M

138% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 45

17% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 425

10% more capital invested

Capital invested by funds: $10.2B → $11.2B (+$1B)

5% more funds holding in top 10

Funds holding in top 10: 131 → 137 (+6)

3.92% more ownership

Funds ownership: 33.32% → 37.24% (+3.9%)

3% more funds holding

Funds holding: 1,171 → 1,210 (+39)

Holders
1,210
Holders Change
+39
Holders Change %
+3.33%
% of All Funds
15.93%
Holding in Top 10
137
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.58%
% of All Funds
1.8%
New
107
Increased
496
Reduced
425
Closed
45
Calls
$39.7M
Puts
$9.44M
Net Calls
+$30.3M
Net Calls Change
+$5.27M

Top Buyers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.37B
2
AC
AlphaCore Capital
California
+$122M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$32.5M
4
HWA
HHM Wealth Advisors
Tennessee
+$28.7M
5
R
Rebalance
California
+$26.6M

Top Sellers

Rank Fund Capital Flow
1
SFG
Socha Financial Group
New York
-$50M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$45.5M
3
CMAI
Capital Management Associates Inc
Minnesota
-$38.6M
4
Charles Schwab
Charles Schwab
California
-$18.3M
5
HCM
Hengehold Capital Management
Ohio
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
826
Schrum Private Wealth Management
Florida
$425K – – –
SFG
827
Sage Financial Group
Pennsylvania
$424K -$138K -6,278 -26%
CPG
828
Cornerstone Planning Group
New Jersey
$424K -$198 -9 -0.1%
RFP
829
Root Financial Partners
California
$423K -$401K -18,226 -51%
EW
830
Evoke Wealth
California
$423K -$38.6K -1,752 -9%
ONSWM
831
Old North State Wealth Management
North Carolina
$422K +$4.25K +193 +1%
Two Sigma Investments
832
Two Sigma Investments
New York
$422K +$44.1K +2,000 +13%
PSF
833
Pacific Sun Financial
California
$420K – – –
RA
834
Resolute Advisors
California
$418K +$947 +43 +0.2%
FA
835
Fiducient Advisors
Illinois
$416K +$969 +44 +0.3%
TCWM
836
Total Clarity Wealth Management
Illinois
$415K +$48.8K +2,215 +15%
KA
837
Klingman & Associates
New York
$415K – – –
JPWM
838
Jamison Private Wealth Management
Georgia
$415K +$969 +44 +0.3%
BWMG
839
Barnes Wealth Management Group
California
$413K +$991 +45 +0.3%
GCM
840
Gibraltar Capital Management
Oklahoma
$413K – – –
TCM
841
Telos Capital Management
California
$412K +$1.12K +51 +0.3%
AWM
842
Accurate Wealth Management
Florida
$411K +$374K +17,000 New
GLA
843
Good Life Advisors
Pennsylvania
$408K +$1.1K +50 +0.3%
TWM
844
Trevian Wealth Management
Massachusetts
$407K +$155K +7,044 +70%
GC
845
Gibson Capital
Pennsylvania
$405K +$66 +3 +0%
AAG
846
Armstrong Advisory Group
Massachusetts
$404K -$6.08K -276 -2%
AMM
847
American Money Management
California
$404K – – –
GWS
848
Glassman Wealth Services
Virginia
$401K +$248K +11,267 +202%
UAS
849
United Asset Strategies
New York
$399K -$28K -1,273 -7%
FRA
850
Front Row Advisors
California
$399K +$2.73K +124 +0.7%
32 33
34
35 36

SCHB Hedge Fund Activity: Q2 2025 in Review

1,210 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2025, worth a combined $11.2B — up 9.8% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SCHB positions and 45 closed out — a net gain of 62 holders — while 496 added to existing stakes and 425 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.37B. The largest seller was Socha Financial Group, cutting an estimated $50M.

  • 1,210 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2025, up from 1,171 in Q1 2025.
  • Funds reported $11.2B of Schwab US Broad Market ETF stock for Q2 2025, up 9.8% quarter-over-quarter.
  • 107 funds opened new Schwab US Broad Market ETF positions in Q2 2025 and 45 closed out, a net change of +62 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2025 was Gallagher Fiduciary Advisors, an estimated $1.37B added.
  • The largest Schwab US Broad Market ETF seller in Q2 2025 was Socha Financial Group, an estimated $50M sold.

Based on aggregated 13F filings for Q2 2025.