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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,157 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, 456 increasing their positions, 425 reducing their positions, and 57 closing their positions.

Holders
1,157
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.72%
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
456
Reduced
425
Closed
57
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M

Top Buyers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$58.2M
2
KAS
2
Kestra Advisory Services
Texas
$47.4M
3
CMAI
3
Capital Management Associates Inc
Minnesota
$75.9M
4
SCM
4
SCS Capital Management
Massachusetts
$256M
5
WA
5
Waverly Advisors
Alabama
$58.9M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$12.5M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$38.3M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.26B
4
WCM
4
Weaver Capital Management
Georgia
$0
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPT
76
Legacy Private Trust
Wisconsin
$25.2M 1,172,753 -297,779 -20%
GAM
77
Gemmer Asset Management
California
$25.2M 1,171,787 +10,008 +0.9%
TI
78
Truepoint Inc
Ohio
$25M 1,162,978 -15,543 -1%
SA
79
Strategic Advisors
New York
$25M 1,162,731 +119,453 +11%
SA
80
Shilanski & Associates
Alaska
$25M 1,161,301 +40,976 +4%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$24M 1,115,572 +9,293 +0.8%
Cerity Partners
82
Cerity Partners
New York
$23.9M 1,108,983 -66,237 -6%
VNA
83
Valley National Advisers
Pennsylvania
$23.8M 1,103,822 +35,516 +3%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$23.6M 1,097,314 +334 +0%
HWA
85
Heritage Wealth Architects
Minnesota
$23.5M 1,090,369 +1,090,369 New
TW
86
Transform Wealth
Colorado
$23.3M 1,084,059 -277 -0%
GB
87
Goepper Burkhardt
South Carolina
$22.9M 1,064,622 -5,175 -0.5%
PIMG
88
Patriot Investment Management Group
Tennessee
$22.9M 1,062,691 -44,350 -4%
FWI
89
Facet Wealth Inc
Maryland
$22.8M 1,052,694 +984,599 +1,446%
RSWA
90
Robinson Smith Wealth Advisors
Maine
$22.8M 1,060,433 +20,292 +2%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$22.7M 1,053,093 -26,343 -2%
GWM
92
Global Wealth Management
New Jersey
$22.6M 1,050,807 -7,436 -0.7%
Raymond James Financial
93
Raymond James Financial
Florida
$22.5M 1,047,068 +94,695 +10%
GA
94
GSG Advisors
New Jersey
$22M 1,053,371 +45,022 +4%
AWM
95
Avior Wealth Management
Nebraska
$21.8M 1,011,768 -13,517 -1%
MCM
96
MAI Capital Management
Ohio
$21.7M 1,006,158 +12,328 +1%
PAYA
97
Phil A. Younker & Associates
Alaska
$21.6M 1,004,136 -78,680 -7%
WANY
98
Wealthspire Advisors (New York)
New York
$21.6M 1,003,918 +496,815 +98%
SFC
99
SYM Financial Corp
Indiana
$21.6M 1,002,554 +222,348 +28%
FNC
100
First National Corp
Massachusetts
$21.2M 986,961 -35,308 -3%
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4
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