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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 %
WAM
876
Worth Asset Management
Texas
$326K +$38.4K +1,785 +13%
AA
877
Auxano Advisors
Washington
$324K – – –
FCIM
878
Fairview Capital Investment Management
California
$323K -$24.3K -1,130 -7%
CANC
879
Culbertson A N & Co
Virginia
$323K – – –
AAS
880
Ameritas Advisory Services
Nebraska
$323K -$66.8K -3,064 -17%
IFA
881
Index Fund Advisors
California
$322K -$21.2K -985 -6%
AWM
882
Able Wealth Management
New Jersey
$321K – – –
SG
883
Somerset Group
Minnesota
$319K +$11.8K +549 +4%
CA
884
Clearstead Advisors
Ohio
$319K +$41.8K +1,940 +15%
FFWA
885
FRG Family Wealth Advisors
Washington
$319K +$65 +3 +0%
HIC
886
Hartline Investment Corp
Illinois
$319K +$319K +14,820 New
CB
887
Commerce Bank
Missouri
$317K – – –
SEM
888
Strategic Equity Management
Arizona
$317K +$27.1K +1,257 +9%
MADFP
889
Michael A Dubis Financial Planning
Wisconsin
$315K – – –
WCM
890
WealthBridge Capital Management
Ohio
$314K -$21.4K -992 -6%
PWP
891
Precedent Wealth Partners
Texas
$313K -$13.9K -645 -4%
NBWM
892
North Berkeley Wealth Management
California
$310K – – –
AWC
893
Adamsbrown Wealth Consultants
Kansas
$309K +$388 +18 +0.1%
CGPCS
894
Capital Group Private Client Services
California
$307K – – –
CCM
895
Coldstream Capital Management
Washington
$306K – – –
SSA
896
Sierra Summit Advisors
Nevada
$303K – – –
PMFA
897
Plante Moran Financial Advisors
Michigan
$303K +$83K +3,857 +38%
FFA
898
Fragasso Financial Advisors
Pennsylvania
$303K +$926 +43 +0.3%
TP
899
Tranquility Partners
Tennessee
$302K -$13.7K -635 -4%
VCM
900
Versant Capital Management
Arizona
$302K +$904 +42 +0.3%
34 35
36
37 38