SCHB icon

Schwab US Broad Market ETF

1,194 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 106 funds opening new positions, 488 increasing their positions, 423 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.7M
Puts
$9.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
826
Two Sigma Investments
New York
$422K
PSF
827
Pacific Sun Financial
California
$420K
RA
828
Resolute Advisors
California
$418K
FA
829
Fiducient Advisors
Illinois
$416K
TCWM
830
Total Clarity Wealth Management
Illinois
$415K
KA
831
Klingman & Associates
New York
$415K
JPWM
832
Jamison Private Wealth Management
Georgia
$415K
BWMG
833
Barnes Wealth Management Group
California
$413K
GCM
834
Gibraltar Capital Management
Oklahoma
$413K
TCM
835
Telos Capital Management
California
$412K
AWM
836
Accurate Wealth Management
Florida
$411K
GLA
837
Good Life Advisors
Pennsylvania
$408K
TWM
838
Trevian Wealth Management
Massachusetts
$407K
GC
839
Gibson Capital
Pennsylvania
$405K
AAG
840
Armstrong Advisory Group
Massachusetts
$404K
AMM
841
American Money Management
California
$404K
GWS
842
Glassman Wealth Services
Virginia
$401K
UAS
843
United Asset Strategies
New York
$399K
FRA
844
Front Row Advisors
California
$399K
AFGAS
845
Allegiance Financial Group Advisory Services
Virginia
$397K
MMCM
846
Murphy & Mullick Capital Management
New York
$396K
SIMG
847
Sonora Investment Management Group
Arizona
$396K
JC
848
Jacobs & Co
California
$395K
MIM
849
Moseley Investment Management
Florida
$393K
BWFA
850
Baltimore-Washington Financial Advisors
Maryland
$392K