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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 %
FA
901
Fedenia Advisers
Wisconsin
$319K -$4.5K -189 -1%
CWA
902
Carolina Wealth Advisors
South Carolina
$317K +$23.6K +991 +8%
CAM
903
Councilmark Asset Management
Tennessee
$317K – – –
CIP
904
Capital Insight Partners
Arizona
$315K – – –
JC
905
JBGlobal.com
New York
$313K – – –
PIA
906
Pinion Investment Advisors
Kansas
$312K -$323K -13,574 -51%
NPI
907
New Perspectives Inc
Mississippi
$312K – – –
AUB
908
Atlantic Union Bankshares
Virginia
$312K +$312K +13,077 New
IFA
909
Index Fund Advisors
California
$312K -$44.9K -1,885 -13%
WCM
910
WealthBridge Capital Management
Ohio
$312K -$35.6K -1,492 -10%
CA
911
Clearstead Advisors
Ohio
$312K -$41.9K -1,760 -12%
HWA
912
Heartwood Wealth Advisors
Virginia
$310K -$8.29K -348 -3%
RIM
913
Redwood Investment Management
Arizona
$307K +$906 +38 +0.3%
NCM
914
Noesis Capital Mangement
Florida
$307K +$66.3K +2,781 +28%
VBFP
915
Valtinson Bruner Financial Planning
Minnesota
$306K – – –
MA
916
MONECO Advisors
Connecticut
$305K – – –
NHT
917
New Hampshire Trust
New Hampshire
$305K +$305K +12,798 New
ACM
918
Advisors Capital Management
New Jersey
$303K +$11.3K +474 +4%
VHAM
919
Van Hulzen Asset Management
California
$303K -$3.88K -163 -1%
KBFS
920
Kohmann Bosshard Financial Services
Ohio
$302K -$2.23M -93,582 -88%
BW
921
BostonPremier Wealth
Massachusetts
$301K -$8.91K -374 -3%
CIA
922
Choate Investment Advisors
Massachusetts
$301K – – –
AAS
923
Ameritas Advisory Services
Nebraska
$300K -$53.1K -2,230 -15%
BFG
924
Berger Financial Group
Minnesota
$298K +$2.24K +94 +0.8%
QWM
925
Quadcap Wealth Management
Texas
$298K +$60.8K +2,550 +26%
35 36
37
38 39