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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 %
VWM
926
Venturi Wealth Management
Texas
$296K +$524 +22 +0.2%
CE
927
Cornerstone Enterprises
Wisconsin
$296K – – –
DB
928
Dravo Bay
Delaware
$296K – – –
PP
929
Patten & Patten
Tennessee
$295K – – –
PCI
930
Planning Center Inc
Illinois
$295K -$7.91K -332 -3%
PW
931
PUREfi Wealth
Massachusetts
$294K +$294K +12,357 New
BPWM
932
Badgley Phelps Wealth Managers
Washington
$294K -$119 -5 -0%
PK
933
Pflug Koory
Nebraska
$294K +$24 +1 +0%
RPA
934
Rock Point Advisors
Vermont
$292K -$14.6K -612 -5%
GD
935
Grandfield & Dodd
New York
$292K – – –
SG
936
StoneX Group
New York
$287K -$329K -13,800 -53%
SIMC
937
Squire Investment Management Company
Utah
$286K – – –
CGA
938
Crescent Grove Advisors
Illinois
$286K – – –
NRC
939
New Republic Capital
North Carolina
$285K – – –
AP
940
Americana Partners
Texas
$284K +$834 +35 +0.3%
FFA
941
Founders Financial Alliance
North Carolina
$283K +$1.17K +49 +0.4%
CCMI
942
Creative Capital Management Investments
California
$281K – – –
CA
943
Claris Advisors
Missouri
$281K +$810 +34 +0.3%
SAM
944
Silvercrest Asset Management
New York
$279K +$11.9K +499 +4%
MFF
945
Michels Family Financial
Texas
$277K +$739 +31 +0.3%
BWA
946
Burt Wealth Advisors
Maryland
$275K +$2.43K +102 +0.9%
WP
947
WealthShield Partners
North Carolina
$273K -$12.5K -525 -4%
MSWMA
948
Market Street Wealth Management Advisors
Indiana
$273K – – –
PWM
949
Paulson Wealth Management
Illinois
$273K – – –
WTC
950
WhitTier Trust Company
Nevada
$272K -$93.4K -3,920 -26%
36 37
38
39 40