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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
15.9%
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
+$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 %
SA
76
Shilanski & Associates
Alaska
$28.4M +$772K +32,381 +3%
PAM
77
Pegasus Asset Management
New York
$28M -$302K -12,684 -1%
GAM
78
Gemmer Asset Management
California
$27.7M -$273K -11,477 -1%
Cerity Partners
79
Cerity Partners
New York
$27.2M +$817K +34,278 +3%
TI
80
Truepoint Inc
Ohio
$27.1M -$647K -27,167 -2%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$26.8M +$606K +25,441 +2%
MCM
82
MAI Capital Management
Ohio
$26.5M +$2.55M +107,184 +11%
VNA
83
Valley National Advisers
Pennsylvania
$26.5M +$181K +7,579 +0.7%
HWA
84
Heritage Wealth Architects
Minnesota
$26.5M +$485K +20,346 +2%
SA
85
Strategic Advisors
New York
$26.3M -$1.39M -58,392 -5%
GA
86
GSG Advisors
New Jersey
$25.9M +$831K +34,877 +3%
GB
87
Goepper Burkhardt
South Carolina
$25.8M +$455K +19,082 +2%
Goldman Sachs
88
Goldman Sachs
New York
$25.8M -$11.2M -468,612 -30%
PIMG
89
Patriot Investment Management Group
Tennessee
$25.4M +$37.3K +1,564 +0.1%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$24.9M -$169K -7,096 -0.7%
IDA
91
Intelligence Driven Advisers
California
$24.8M +$10.3M +433,721 +71%
FWI
92
Facet Wealth Inc
Maryland
$24.7M -$953K -39,121 -4%
SFC
93
SYM Financial Corp
Indiana
$24.3M +$458K +19,221 +2%
GWM
94
Global Wealth Management
New Jersey
$24.1M -$1.28M -52,873 -5%
WANY
95
Wealthspire Advisors (New York)
New York
$23.8M -$76.9K -3,226 -0.3%
RSWA
96
Robinson Smith Wealth Advisors
Maine
$23.8M -$1.44M -60,486 -6%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$23.6M +$2.07M +86,846 +10%
SFP
98
Strategic Financial Planning
Texas
$23.4M +$760K +31,906 +3%
FNC
99
First National Corp
Massachusetts
$23.3M -$175K -7,361 -0.7%
CPIG
100
Chicago Partners Investment Group
Illinois
$22.7M +$739K +30,169 +3%
2 3
4
5 6