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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,179 hedge funds and large institutions have $11.1B invested in Schwab US Broad Market ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 483 increasing their positions, 417 reducing their positions, and 44 closing their positions.

Holders
1,179
Holders Change
+22
Holders Change %
+1.9%
% of All Funds
15.83%
Holding in Top 10
134
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.88%
% of All Funds
1.8%
New
104
Increased
483
Reduced
417
Closed
44
Calls
$31.7M
Puts
$9.44M
Net Calls
+$22.2M
Net Calls Change
-$2.79M

Top Buyers

1
AC
1
AlphaCore Capital
California
$142M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$50.1M
3
HWA
3
HHM Wealth Advisors
Tennessee
$130M
4
R
4
Rebalance
California
$314M
5
QCM
5
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
1
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.34B
3
CMAI
3
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
4
Charles Schwab
California
$10.8M
5
HCM
5
Hengehold Capital Management
Ohio
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
76
Pegasus Asset Management
New York
$28M 1,176,627 -12,684 -1%
GAM
77
Gemmer Asset Management
California
$27.7M 1,160,310 -11,477 -1%
Cerity Partners
78
Cerity Partners
New York
$27.2M 1,143,261 +34,278 +3%
TI
79
Truepoint Inc
Ohio
$27.1M 1,135,811 -27,167 -2%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$26.8M 1,122,755 +25,441 +2%
MCM
81
MAI Capital Management
Ohio
$26.5M 1,113,342 +107,184 +11%
VNA
82
Valley National Advisers
Pennsylvania
$26.5M 1,111,401 +7,579 +0.7%
HWA
83
Heritage Wealth Architects
Minnesota
$26.5M 1,110,715 +20,346 +2%
SA
84
Strategic Advisors
New York
$26.3M 1,104,339 -58,392 -5%
GA
85
GSG Advisors
New Jersey
$25.9M 1,088,248 +34,877 +3%
GB
86
Goepper Burkhardt
South Carolina
$25.8M 1,083,704 +19,082 +2%
Goldman Sachs
87
Goldman Sachs
New York
$25.8M 1,080,960 -468,612 -30%
PIMG
88
Patriot Investment Management Group
Tennessee
$25.4M 1,064,255 +1,564 +0.1%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$24.9M 1,045,997 -7,096 -0.7%
IDA
90
Intelligence Driven Advisers
California
$24.8M 1,040,325 +433,721 +71%
FWI
91
Facet Wealth Inc
Maryland
$24.7M 1,013,573 -39,121 -4%
SFC
92
SYM Financial Corp
Indiana
$24.3M 1,021,775 +19,221 +2%
GWM
93
Global Wealth Management
New Jersey
$24.1M 997,934 -52,873 -5%
WANY
94
Wealthspire Advisors (New York)
New York
$23.8M 1,000,692 -3,226 -0.3%
RSWA
95
Robinson Smith Wealth Advisors
Maine
$23.8M 999,947 -60,486 -6%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$23.6M 989,303 +86,846 +10%
SFP
97
Strategic Financial Planning
Texas
$23.4M 982,798 +31,906 +3%
FNC
98
First National Corp
Massachusetts
$23.3M 979,600 -7,361 -0.7%
CPIG
99
Chicago Partners Investment Group
Illinois
$22.7M 928,831 +30,169 +3%
BIM
100
Breakwater Investment Management
Washington
$22.3M 936,063 -10,209 -1%
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4
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