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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 %
LF
901
LifeSteps Financial
California
$302K +$323 +15 +0.1%
GLLW
902
Graves Light Lenhart Wealth
Virginia
$301K – – –
FWMP
903
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$300K – – –
AFA
904
American Financial Advisors
Georgia
$300K +$22 +1 +0%
PFP
905
Pinnacle Financial Partners
Tennessee
$296K +$197K +8,700 +200%
AFA
906
AA Financial Advisors
Ohio
$295K -$85.2K -3,955 -22%
UB
907
UMB Bank
Missouri
$295K -$21.5K -1,000 -7%
LWM
908
Liberty Wealth Management
California
$294K -$398K -18,493 -57%
VPIM
909
Vanguard Personalized Indexing Management
California
$294K -$122K -5,646 -29%
BW
910
BIP Wealth
Georgia
$294K +$18.6K +862 +7%
FA
911
Fedenia Advisers
Wisconsin
$292K -$17.3K -805 -6%
TWP
912
TFO Wealth Partners
Ohio
$289K +$289K +13,446 New
Franklin Resources
913
Franklin Resources
California
$289K +$3.77K +175 +1%
RA
914
Ruggaard & Associates
Ohio
$289K -$775 -36 -0.3%
HWA
915
Heartwood Wealth Advisors
Virginia
$287K – – –
CAM
916
Councilmark Asset Management
Tennessee
$286K – – –
BOC
917
Blue Oak Capital
California
$285K +$285K +13,220 New
CIP
918
Capital Insight Partners
Arizona
$285K – – –
JC
919
JBGlobal.com
New York
$283K – – –
OC
920
Oppenheimer & Co
New York
$282K – – –
NPI
921
New Perspectives Inc
Mississippi
$282K – – –
SSB
922
Sandy Spring Bank
Maryland
$281K -$861 -40 -0.3%
BW
923
BostonPremier Wealth
Massachusetts
$280K +$840 +39 +0.3%
VHAM
924
Van Hulzen Asset Management
California
$277K +$101K +4,699 +57%
RIM
925
Redwood Investment Management
Arizona
$277K +$277K +12,843 New
35 36
37
38 39