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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 %
NFG
951
Nations Financial Group
Iowa
$269K +$1.88K +79 +0.7%
SPA
952
Sentinel Pension Advisors
Massachusetts
$269K +$27.9K +1,172 +12%
MM
953
Main Management
California
$267K – – –
AWM
954
Act Wealth Management
Texas
$267K +$10.7K +447 +4%
PC
955
Prairiewood Capital
North Dakota
$267K +$267K +11,199 New
GFP
956
Guardian Financial Partners
California
$267K +$48 +2 +0%
CWS
957
Cypress Wealth Services
California
$266K +$266K +11,175 New
BAWC
958
Boyce & Associates Wealth Consulting
Texas
$266K -$30.1K -1,261 -10%
Qube Research & Technologies (QRT)
959
Qube Research & Technologies (QRT)
United Kingdom
$261K -$239K -10,049 -48%
KWM
960
Kingsview Wealth Management
Oregon
$258K +$258K +10,841 New
FLPIM
961
F.L. Putnam Investment Management
Massachusetts
$257K +$12.1K +508 +5%
TH
962
Team Hewins
California
$257K – – –
BWA
963
Beam Wealth Advisors
Louisiana
$256K +$256K +10,763 New
4WM
964
49 Wealth Management
Texas
$256K +$22.2K +930 +9%
RF
965
Rossby Financial
Florida
$256K -$116K -4,848 -31%
VWM
966
Vigilare Wealth Management
Arizona
$255K -$27.4K -1,148 -10%
GA
967
Goldstein Advisors
Wisconsin
$255K -$238 -10 -0.1%
AIMC
968
Alley Investment Management Company
Illinois
$255K – – –
DAS
969
Diversify Advisory Services
Utah
$255K -$255K -10,273 -50%
WIM
970
Warwick Investment Management
Texas
$254K +$254K +10,661 New
Bessemer Group
971
Bessemer Group
New Jersey
$254K – – –
CPSAC
972
Chas P. Smith & Associates (CPS)
Florida
$252K – – –
IFS
973
Ifrah Financial Services
Arkansas
$252K +$7.94K +333 +3%
W
974
Wealthquest
Ohio
$252K +$310 +13 +0.1%
CFIA
975
Cantor Fitzgerald Investment Advisors
New York
$251K +$3.27K +137 +1%
37 38
39
40 41