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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 %
PI
851
Pachira Investments
California
$381K -$32.5K -1,365 -8%
BFA
852
Bill Few Associates
Pennsylvania
$381K – – –
CNBT
853
Canandaigua National Bank & Trust
New York
$379K -$56.8K -2,382 -13%
FFWA
854
FRG Family Wealth Advisors
Washington
$377K +$23.9K +1,002 +7%
LOIP
855
Live Oak Investment Partners
Texas
$377K – – –
FSWA
856
Financial Synergies Wealth Advisors
Texas
$377K +$1.19K +50 +0.3%
JWBC
857
John W. Brooker & Co
California
$375K -$3.04M -125,748 -89%
AWM
858
Accredited Wealth Management
Kentucky
$374K -$24.9K -1,044 -6%
JWM
859
Jeppson Wealth Management
California
$374K +$262 +11 +0.1%
AP
860
Appleton Partners
Massachusetts
$371K -$2.15K -90 -0.6%
PI
861
PFG Investments
New York
$368K +$368K +15,463 New
BL
862
Balentine LLC
Georgia
$368K -$138K -5,808 -27%
ESB
863
Essex Savings Bank
Connecticut
$365K -$40.2K -1,686 -10%
BFM
864
Broadview Financial Management
Wisconsin
$364K +$1.07K +45 +0.3%
WAM
865
Worth Asset Management
Texas
$363K +$2.45K +103 +0.7%
VMMCI
866
V. M. MANNING & CO., INC.
South Carolina
$359K +$359K +14,419 New
SG
867
Somerset Group
Minnesota
$359K +$5.05K +212 +1%
FCIM
868
Fairview Capital Investment Management
California
$358K – – –
CANC
869
Culbertson A N & Co
Virginia
$357K – – –
AWM
870
Able Wealth Management
New Jersey
$356K – – –
AFS
871
Access Financial Services
Minnesota
$353K -$9.53K -400 -3%
Comerica Bank
872
Comerica Bank
Texas
$348K -$21.8K -914 -6%
G
873
Gainplan
Michigan
$347K -$215K -9,018 -38%
PWP
874
Precedent Wealth Partners
Texas
$346K – – –
NBWM
875
North Berkeley Wealth Management
California
$343K – – –
33 34
35
36 37