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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,158 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, 457 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.73%
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
457
Reduced
425
Closed
57
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$58.2M
2
KAS
Kestra Advisory Services
Texas
+$44.9M
3
CMAI
Capital Management Associates Inc
Minnesota
+$39.4M
4
SCM
SCS Capital Management
Massachusetts
+$36.5M
5
WA
Waverly Advisors
Alabama
+$33.5M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$92.8M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$86.1M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$38.7M
4
WCM
Weaver Capital Management
Georgia
-$33.9M
5
FSA
Financial Services Advisory
Maryland
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
976
Wealthquest
Ohio
$227K +$227K +10,564 New
OCM
977
Orion Capital Management
California
$227K +$9.17K +426 +4%
WPIC
978
White Pine Investment Company
Michigan
$226K -$14.9K -692 -6%
CAC
979
Certified Advisory Corp
Florida
$226K +$172 +8 +0.1%
UFA
980
US Financial Advisors
Massachusetts
$225K – – –
CFIA
981
Cantor Fitzgerald Investment Advisors
New York
$224K +$32.9K +1,526 +17%
QPWM
982
Quadrant Private Wealth Management
Pennsylvania
$223K -$610K -28,313 -73%
FLPIM
983
F.L. Putnam Investment Management
Massachusetts
$221K +$221K +10,274 New
Fisher Asset Management
984
Fisher Asset Management
Washington
$221K -$33K -1,533 -13%
IFS
985
Ifrah Financial Services
Arkansas
$221K -$4.95K -230 -2%
SCTC
986
Sanibel Captiva Trust Company
Florida
$220K +$26.5K +1,230 +14%
HA
987
HC Advisors
Georgia
$219K – – –
ACI
988
Alpha Cubed Investments
California
$219K -$22 -1 -0%
QFPS
989
Quantum Financial Planning Services
Washington
$218K +$218K +10,138 New
RPSA
990
Richard P. Slaughter Associates
Texas
$218K -$171K -7,965 -44%
CCA
991
Clarity Capital Advisors
Florida
$218K – – –
SPA
992
Sentinel Pension Advisors
Massachusetts
$218K – – –
NCM
993
Noesis Capital Mangement
Florida
$217K – – –
SI
994
Stephens Inc
Arkansas
$217K – – –
SLA
995
Silver Lake Advisory
Utah
$216K +$8.23K +382 +4%
TWM
996
Trevian Wealth Management
Massachusetts
$216K – – –
SQA
997
Simon Quick Advisors
New Jersey
$216K – – –
FIA
998
FPC Investment Advisory
California
$214K – – –
QWM
999
Quadcap Wealth Management
Texas
$214K +$194 +9 +0.1%
BWA
1000
Babb Wealth Advisors
Arizona
$214K -$58.1K -2,700 -21%
38 39
40
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