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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 %
AWC
876
Adamsbrown Wealth Consultants
Kansas
$342K – – –
CGPCS
877
Capital Group Private Client Services
California
$341K +$906 +38 +0.3%
CCM
878
Coldstream Capital Management
Washington
$338K – – –
MFG
879
Magnus Financial Group
New York
$338K +$338K +14,184 New
AFA
880
AA Financial Advisors
Ohio
$338K +$10.8K +452 +3%
PMFA
881
Plante Moran Financial Advisors
Michigan
$337K +$882 +37 +0.3%
VCM
882
Versant Capital Management
Arizona
$336K +$977 +41 +0.3%
LF
883
LifeSteps Financial
California
$335K +$477 +20 +0.1%
CB
884
Commerce Bank
Missouri
$335K -$16.2K -680 -5%
CCA
885
Clarity Capital Advisors
Florida
$334K +$93K +3,903 +39%
GLLW
886
Graves Light Lenhart Wealth
Virginia
$333K – – –
USCWA
887
U.S. Capital Wealth Advisors
Texas
$331K -$73.8K -3,099 -18%
ZRP
888
Zynergy Retirement Planning
New Jersey
$330K -$37.2K -1,563 -10%
GS
889
GTS Securities
New York
$327K +$327K +13,731 New
CW
890
CreativeOne Wealth
Kansas
$327K +$104K +4,377 +47%
LWM
891
Liberty Wealth Management
California
$326K +$691 +29 +0.2%
UB
892
UMB Bank
Missouri
$326K – – –
VPIM
893
Vanguard Personalized Indexing Management
California
$326K -$95 -4 -0%
BW
894
BIP Wealth
Georgia
$326K +$48 +2 +0%
TP
895
Tranquility Partners
Tennessee
$325K -$10.2K -429 -3%
FAIM
896
Financial Advocates Investment Management
Washington
$324K -$59.4K -2,491 -15%
CIA
897
Capital Investment Advisors
Georgia
$324K -$85.9K -3,605 -21%
AFA
898
American Financial Advisors
Georgia
$322K -$9.49K -398 -3%
TWP
899
TFO Wealth Partners
Ohio
$320K – – –
SEM
900
Strategic Equity Management
Arizona
$319K -$32.1K -1,347 -9%
34 35
36
37 38