SCHB icon

Schwab US Broad Market ETF

1,197 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, 488 increasing their positions, 423 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.7M
Puts
$9.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMC
976
Alley Investment Management Company
Illinois
$255K
DAS
977
Diversify Advisory Services
Utah
$255K
WIM
978
Warwick Investment Management
Texas
$254K
Bessemer Group
979
Bessemer Group
New Jersey
$254K
CPSAC
980
Chas P. Smith & Associates (CPS)
Florida
$252K
IFS
981
Ifrah Financial Services
Arkansas
$252K
W
982
Wealthquest
Ohio
$252K
CFIA
983
Cantor Fitzgerald Investment Advisors
New York
$251K
OCM
984
Orion Capital Management
California
$251K
CAC
985
Certified Advisory Corp
Florida
$250K
QPWM
986
Quadrant Private Wealth Management
Pennsylvania
$247K
RA
987
Ruggaard & Associates
Ohio
$245K
AA
988
Auxano Advisors
Washington
$245K
SCTC
989
Sanibel Captiva Trust Company
Florida
$244K
BMCM
990
Bryn Mawr Capital Management
Pennsylvania
$244K
NA
991
Nordwand Advisors
Pennsylvania
$243K
HA
992
HC Advisors
Georgia
$243K
QFPS
993
Quantum Financial Planning Services
Washington
$242K
SAM
994
Secure Asset Management
Michigan
$242K
APW
995
Aurora Private Wealth
New Jersey
$242K
FIA
996
FPC Investment Advisory
California
$242K
GWANC
997
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K
SLA
998
Silver Lake Advisory
Utah
$240K
SI
999
Stephens Inc
Arkansas
$240K
RPSA
1000
Richard P. Slaughter Associates
Texas
$237K