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Schwab US Broad Market ETF
SCHB

1,210 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 107 funds opening new positions, 496 increasing their positions, 425 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $9.44M

138% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 45

17% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 425

10% more capital invested

Capital invested by funds: $10.2B → $11.2B (+$1B)

5% more funds holding in top 10

Funds holding in top 10: 131 → 137 (+6)

3.92% more ownership

Funds ownership: 33.32% → 37.24% (+3.9%)

3% more funds holding

Funds holding: 1,171 → 1,210 (+39)

Holders
1,210
Holders Change
+39
Holders Change %
+3.33%
% of All Funds
15.93%
Holding in Top 10
137
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.58%
% of All Funds
1.8%
New
107
Increased
496
Reduced
425
Closed
45
Calls
$39.7M
Puts
$9.44M
Net Calls
+$30.3M
Net Calls Change
+$5.27M

Top Buyers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.37B
2
AC
AlphaCore Capital
California
+$122M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$32.5M
4
HWA
HHM Wealth Advisors
Tennessee
+$28.7M
5
R
Rebalance
California
+$26.6M

Top Sellers

Rank Fund Capital Flow
1
SFG
Socha Financial Group
New York
-$50M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$45.5M
3
CMAI
Capital Management Associates Inc
Minnesota
-$38.6M
4
Charles Schwab
Charles Schwab
California
-$18.3M
5
HCM
Hengehold Capital Management
Ohio
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
976
Kingsview Wealth Management
Oregon
$258K +$239K +10,841 New
FLPIM
977
F.L. Putnam Investment Management
Massachusetts
$257K +$11.2K +508 +5%
TH
978
Team Hewins
California
$257K – – –
BWA
979
Beam Wealth Advisors
Louisiana
$256K +$237K +10,763 New
4WM
980
49 Wealth Management
Texas
$256K +$20.5K +930 +9%
RF
981
Rossby Financial
Florida
$256K -$107K -4,848 -31%
VWM
982
Vigilare Wealth Management
Arizona
$255K -$25.3K -1,148 -10%
GA
983
Goldstein Advisors
Wisconsin
$255K -$220 -10 -0.1%
AIMC
984
Alley Investment Management Company
Illinois
$255K – – –
DAS
985
Diversify Advisory Services
Utah
$255K -$226K -10,273 -50%
WIM
986
Warwick Investment Management
Texas
$254K +$235K +10,661 New
Bessemer Group
987
Bessemer Group
New Jersey
$254K – – –
CPSAC
988
Chas P. Smith & Associates (CPS)
Florida
$252K – – –
IFS
989
Ifrah Financial Services
Arkansas
$252K +$7.33K +333 +3%
W
990
Wealthquest
Ohio
$252K +$286 +13 +0.1%
CFIA
991
Cantor Fitzgerald Investment Advisors
New York
$251K +$3.02K +137 +1%
OCM
992
Orion Capital Management
California
$251K – – –
CAC
993
Certified Advisory Corp
Florida
$250K +$154 +7 +0.1%
QPWM
994
Quadrant Private Wealth Management
Pennsylvania
$247K +$617 +28 +0.3%
RA
995
Ruggaard & Associates
Ohio
$245K -$68.9K -3,128 -23%
AA
996
Auxano Advisors
Washington
$245K -$106K -4,800 -32%
SCTC
997
Sanibel Captiva Trust Company
Florida
$244K – – –
BMCM
998
Bryn Mawr Capital Management
Pennsylvania
$244K +$225K +10,228 New
NA
999
Nordwand Advisors
Pennsylvania
$243K +$225K +10,200 New
HA
1000
HC Advisors
Georgia
$243K – – –
38 39
40
41 42

SCHB Hedge Fund Activity: Q2 2025 in Review

1,210 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2025, worth a combined $11.2B — up 9.8% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SCHB positions and 45 closed out — a net gain of 62 holders — while 496 added to existing stakes and 425 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.37B. The largest seller was Socha Financial Group, cutting an estimated $50M.

  • 1,210 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2025, up from 1,171 in Q1 2025.
  • Funds reported $11.2B of Schwab US Broad Market ETF stock for Q2 2025, up 9.8% quarter-over-quarter.
  • 107 funds opened new Schwab US Broad Market ETF positions in Q2 2025 and 45 closed out, a net change of +62 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2025 was Gallagher Fiduciary Advisors, an estimated $1.37B added.
  • The largest Schwab US Broad Market ETF seller in Q2 2025 was Socha Financial Group, an estimated $50M sold.

Based on aggregated 13F filings for Q2 2025.