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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 %
SIMG
851
Sonora Investment Management Group
Arizona
$356K +$356K +16,556 New
MIM
852
Moseley Investment Management
Florida
$355K – – –
ZRP
853
Zynergy Retirement Planning
New Jersey
$350K +$234K +10,298 +201%
BWP
854
Baldwin Wealth Partners
Massachusetts
$350K +$366 +17 +0.1%
SHA
855
Seneca House Advisors
Virginia
$349K -$41.9K -1,947 -11%
SPIA
856
Steward Partners Investment Advisory
New York
$348K +$64.6K +3,000 +23%
FAIM
857
Financial Advocates Investment Management
Washington
$346K -$282K -13,106 -45%
TCWM
858
Total Clarity Wealth Management
Illinois
$345K – – –
BWFA
859
Baltimore-Washington Financial Advisors
Maryland
$345K -$44.4K -2,062 -11%
BFA
860
Bill Few Associates
Pennsylvania
$344K – – –
PCM
861
Perritt Capital Management
Illinois
$342K +$2.67K +124 +0.8%
LOIP
862
Live Oak Investment Partners
Texas
$341K +$341K +15,828 New
FSWA
863
Financial Synergies Wealth Advisors
Texas
$339K +$129 +6 +0%
FTUS
864
Flow Traders U.S.
New York
$339K +$339K +15,743 New
Two Sigma Investments
865
Two Sigma Investments
New York
$338K -$8.17M -379,400 -96%
OWM
866
OneAscent Wealth Management
Alabama
$338K -$36.8K -1,707 -10%
JWM
867
Jeppson Wealth Management
California
$338K -$201K -9,316 -37%
AP
868
Appleton Partners
Massachusetts
$337K -$4.57K -212 -1%
Comerica Bank
869
Comerica Bank
Texas
$334K +$83.3K +3,870 +33%
RF
870
Rossby Financial
Florida
$331K +$26.8K +1,262 +9%
WTC
871
WhitTier Trust Company
Nevada
$330K – – –
EFG
872
Ehrlich Financial Group
California
$329K -$6.46K -300 -2%
BFM
873
Broadview Financial Management
Wisconsin
$328K +$1.01K +47 +0.3%
AFS
874
Access Financial Services
Minnesota
$328K +$8.94K +415 +3%
MCA
875
Magnolia Capital Advisors
Mississippi
$326K -$3.51K -163 -1%
33 34
35
36 37