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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
15.91%
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
$142M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$50.1M
3
HWA
HHM Wealth Advisors
Tennessee
$130M
4
R
Rebalance
California
$314M
5
QCM
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.34B
3
CMAI
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
Charles Schwab
California
$10.8M
5
HCM
Hengehold Capital Management
Ohio
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
976
Orion Capital Management
California
$251K – – –
CAC
977
Certified Advisory Corp
Florida
$250K +$167 +7 +0.1%
QPWM
978
Quadrant Private Wealth Management
Pennsylvania
$247K +$667 +28 +0.3%
RA
979
Ruggaard & Associates
Ohio
$245K -$74.5K -3,128 -23%
AA
980
Auxano Advisors
Washington
$245K -$114K -4,800 -32%
SCTC
981
Sanibel Captiva Trust Company
Florida
$244K – – –
BMCM
982
Bryn Mawr Capital Management
Pennsylvania
$244K +$244K +10,228 New
NA
983
Nordwand Advisors
Pennsylvania
$243K +$243K +10,200 New
HA
984
HC Advisors
Georgia
$243K – – –
QFPS
985
Quantum Financial Planning Services
Washington
$242K +$715 +30 +0.3%
SAM
986
Secure Asset Management
Michigan
$242K +$242K +10,165 New
APW
987
Aurora Private Wealth
New Jersey
$242K +$242K +10,141 New
FIA
988
FPC Investment Advisory
California
$242K – – –
GWANC
989
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K +$11K +461 +5%
SLA
990
Silver Lake Advisory
Utah
$240K +$715 +30 +0.3%
SI
991
Stephens Inc
Arkansas
$240K – – –
SQA
992
Simon Quick Advisors
New Jersey
$239K – – –
RPSA
993
Richard P. Slaughter Associates
Texas
$237K -$3.65K -153 -2%
BWA
994
Babb Wealth Advisors
Arizona
$237K – – –
Russell Investments Group
995
Russell Investments Group
United Kingdom
$236K +$37K +1,552 +19%
MFWP
996
Mosaic Family Wealth Partners
Missouri
$235K +$235K +9,872 New
TFS
997
Thoroughbred Financial Services
Tennessee
$233K +$233K +9,804 New
WSFS
998
Wilmington Savings Fund Society
Delaware
$232K -$524K -21,971 -69%
ACM
999
Aspen Capital Management
Idaho
$230K +$2.46K +103 +1%
KL
1000
KilterHowling LLC
Colorado
$230K +$691 +29 +0.3%
38 39
40
41 42