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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 %
NRC
951
New Republic Capital
North Carolina
$257K +$150K +6,969 +140%
AP
952
Americana Partners
Texas
$256K +$775 +36 +0.3%
VWM
953
Vigilare Wealth Management
Arizona
$255K +$86 +4 +0%
FFA
954
Founders Financial Alliance
North Carolina
$254K +$15.4K +713 +6%
CCMI
955
Creative Capital Management Investments
California
$254K – – –
CA
956
Claris Advisors
Missouri
$253K +$775 +36 +0.3%
MFF
957
Michels Family Financial
Texas
$249K -$1.55K -72 -0.6%
MSWMA
958
Market Street Wealth Management Advisors
Indiana
$247K – – –
BWA
959
Burt Wealth Advisors
Maryland
$246K – – –
PWM
960
Paulson Wealth Management
Illinois
$246K -$219K -10,169 -47%
SAM
961
Smartleaf Asset Management
Massachusetts
$246K +$233K +10,857 +1,729%
SCA
962
Snowden Capital Advisors
New York
$244K – – –
LFAS
963
Level Four Advisory Services
Texas
$244K -$883 -41 -0.4%
MM
964
Main Management
California
$242K – – –
SAM
965
Silvercrest Asset Management
New York
$242K – – –
NFG
966
Nations Financial Group
Iowa
$241K +$241K +11,209 New
AWA
967
Arkadios Wealth Advisors
Georgia
$241K +$42.6K +1,980 +21%
GFP
968
Guardian Financial Partners
California
$241K +$65 +3 +0%
TBWA
969
Three Bridge Wealth Advisors
California
$238K -$6.93K -322 -3%
TH
970
Team Hewins
California
$232K – – –
AWM
971
Act Wealth Management
Texas
$232K +$1.03K +48 +0.4%
GA
972
Goldstein Advisors
Wisconsin
$231K +$231K +10,716 New
AIMC
973
Alley Investment Management Company
Illinois
$230K – – –
Bessemer Group
974
Bessemer Group
New Jersey
$230K – – –
CPSAC
975
Chas P. Smith & Associates (CPS)
Florida
$228K – – –
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39
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