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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,186 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, 483 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+29
Holders Change %
+2.51%
% of All Funds
15.91%
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
483
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
$142M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$50.1M
3
HWA
HHM Wealth Advisors
Tennessee
$130M
4
R
Rebalance
California
$314M
5
QCM
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.34B
3
CMAI
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
Charles Schwab
California
$10.8M
5
HCM
Hengehold Capital Management
Ohio
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
901
Councilmark Asset Management
Tennessee
$317K – – –
CIP
902
Capital Insight Partners
Arizona
$315K – – –
JC
903
JBGlobal.com
New York
$313K – – –
PIA
904
Pinion Investment Advisors
Kansas
$312K -$323K -13,574 -51%
NPI
905
New Perspectives Inc
Mississippi
$312K – – –
AUB
906
Atlantic Union Bankshares
Virginia
$312K +$312K +13,077 New
IFA
907
Index Fund Advisors
California
$312K -$44.9K -1,885 -13%
WCM
908
WealthBridge Capital Management
Ohio
$312K -$35.6K -1,492 -10%
CA
909
Clearstead Advisors
Ohio
$312K -$41.9K -1,760 -12%
HWA
910
Heartwood Wealth Advisors
Virginia
$310K -$8.29K -348 -3%
RIM
911
Redwood Investment Management
Arizona
$307K +$906 +38 +0.3%
NCM
912
Noesis Capital Mangement
Florida
$307K +$66.3K +2,781 +28%
VBFP
913
Valtinson Bruner Financial Planning
Minnesota
$306K – – –
MA
914
MONECO Advisors
Connecticut
$305K – – –
NHT
915
New Hampshire Trust
New Hampshire
$305K +$305K +12,798 New
ACM
916
Advisors Capital Management
New Jersey
$303K +$11.3K +474 +4%
VHAM
917
Van Hulzen Asset Management
California
$303K -$3.88K -163 -1%
KBFS
918
Kohmann Bosshard Financial Services
Ohio
$302K -$2.23M -93,582 -88%
BW
919
BostonPremier Wealth
Massachusetts
$301K -$8.91K -374 -3%
CIA
920
Choate Investment Advisors
Massachusetts
$301K – – –
AAS
921
Ameritas Advisory Services
Nebraska
$300K -$53.1K -2,230 -15%
BFG
922
Berger Financial Group
Minnesota
$298K +$2.24K +94 +0.8%
QWM
923
Quadcap Wealth Management
Texas
$298K +$60.8K +2,550 +26%
VWM
924
Venturi Wealth Management
Texas
$296K +$524 +22 +0.2%
CE
925
Cornerstone Enterprises
Wisconsin
$296K – – –
35 36
37
38 39