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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 %
FFA
951
Fragasso Financial Advisors
Pennsylvania
$272K -$63.5K -2,666 -19%
SCA
952
Snowden Capital Advisors
New York
$271K – – –
NFG
953
Nations Financial Group
Iowa
$269K +$1.88K +79 +0.7%
SPA
954
Sentinel Pension Advisors
Massachusetts
$269K +$27.9K +1,172 +12%
MM
955
Main Management
California
$267K – – –
AWM
956
Act Wealth Management
Texas
$267K +$10.7K +447 +4%
PC
957
Prairiewood Capital
North Dakota
$267K +$267K +11,199 New
GFP
958
Guardian Financial Partners
California
$267K +$48 +2 +0%
CWS
959
Cypress Wealth Services
California
$266K +$266K +11,175 New
BAWC
960
Boyce & Associates Wealth Consulting
Texas
$266K -$30.1K -1,261 -10%
Qube Research & Technologies (QRT)
961
Qube Research & Technologies (QRT)
United Kingdom
$261K -$239K -10,049 -48%
KWM
962
Kingsview Wealth Management
Oregon
$258K +$258K +10,841 New
FLPIM
963
F.L. Putnam Investment Management
Massachusetts
$257K +$12.1K +508 +5%
TH
964
Team Hewins
California
$257K – – –
BWA
965
Beam Wealth Advisors
Louisiana
$256K +$256K +10,763 New
4WM
966
49 Wealth Management
Texas
$256K +$22.2K +930 +9%
RF
967
Rossby Financial
Florida
$256K -$116K -4,848 -31%
VWM
968
Vigilare Wealth Management
Arizona
$255K -$27.4K -1,148 -10%
GA
969
Goldstein Advisors
Wisconsin
$255K -$238 -10 -0.1%
AIMC
970
Alley Investment Management Company
Illinois
$255K – – –
DAS
971
Diversify Advisory Services
Utah
$255K -$255K -10,273 -50%
WIM
972
Warwick Investment Management
Texas
$254K +$254K +10,661 New
Bessemer Group
973
Bessemer Group
New Jersey
$254K – – –
CPSAC
974
Chas P. Smith & Associates (CPS)
Florida
$252K – – –
IFS
975
Ifrah Financial Services
Arkansas
$252K +$7.94K +333 +3%
37 38
39
40 41