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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 %
RPA
926
Rock Point Advisors
Vermont
$277K – – –
VBFP
927
Valtinson Bruner Financial Planning
Minnesota
$277K – – –
MA
928
MONECO Advisors
Connecticut
$276K – – –
PCI
929
Planning Center Inc
Illinois
$273K -$48.7K -2,263 -15%
CCM
930
Ciovacco Capital Management
Georgia
$273K – – –
CIA
931
Choate Investment Advisors
Massachusetts
$272K – – –
RI
932
Rinkey Investments
California
$271K +$271K +12,594 New
CE
933
Cornerstone Enterprises
Wisconsin
$268K – – –
BFG
934
Berger Financial Group
Minnesota
$267K +$15K +699 +6%
DB
935
Dravo Bay
Delaware
$267K – – –
BAWC
936
Boyce & Associates Wealth Consulting
Texas
$267K +$2.56K +119 +1%
VWM
937
Venturi Wealth Management
Texas
$267K +$162K +7,523 +154%
PP
938
Patten & Patten
Tennessee
$267K – – –
BPWM
939
Badgley Phelps Wealth Managers
Washington
$266K +$6.7K +311 +3%
PK
940
Pflug Koory
Nebraska
$265K -$18.3K -852 -6%
CWA
941
Carolina Wealth Advisors
South Carolina
$265K -$21.1K -982 -7%
MMCM
942
Murphy & Mullick Capital Management
New York
$264K – – –
ACM
943
Advisors Capital Management
New Jersey
$264K -$28.5K -1,325 -10%
GD
944
Grandfield & Dodd
New York
$264K -$3.77K -175 -1%
VCM
945
Virtue Capital Management
Tennessee
$263K +$263K +12,227 New
CWM
946
Connecticut Wealth Management
Connecticut
$260K -$1.37M -63,544 -84%
WP
947
WealthShield Partners
North Carolina
$258K -$53.2K -2,472 -17%
SIMC
948
Squire Investment Management Company
Utah
$258K +$43 +2 +0%
CGA
949
Crescent Grove Advisors
Illinois
$258K – – –
SSW
950
Stone Summit Wealth
Florida
$257K -$26.8K -1,247 -9%
36 37
38
39 40