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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,188 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, 484 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+30
Holders Change %
+2.59%
% of All Funds
15.93%
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
484
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 %
W
976
Wealthquest
Ohio
$252K +$310 +13 +0.1%
CFIA
977
Cantor Fitzgerald Investment Advisors
New York
$251K +$3.27K +137 +1%
OCM
978
Orion Capital Management
California
$251K – – –
CAC
979
Certified Advisory Corp
Florida
$250K +$167 +7 +0.1%
QPWM
980
Quadrant Private Wealth Management
Pennsylvania
$247K +$667 +28 +0.3%
RA
981
Ruggaard & Associates
Ohio
$245K -$74.5K -3,128 -23%
AA
982
Auxano Advisors
Washington
$245K -$114K -4,800 -32%
SCTC
983
Sanibel Captiva Trust Company
Florida
$244K – – –
BMCM
984
Bryn Mawr Capital Management
Pennsylvania
$244K +$244K +10,228 New
NA
985
Nordwand Advisors
Pennsylvania
$243K +$243K +10,200 New
HA
986
HC Advisors
Georgia
$243K – – –
QFPS
987
Quantum Financial Planning Services
Washington
$242K +$715 +30 +0.3%
SAM
988
Secure Asset Management
Michigan
$242K +$242K +10,165 New
APW
989
Aurora Private Wealth
New Jersey
$242K +$242K +10,141 New
FIA
990
FPC Investment Advisory
California
$242K – – –
GWANC
991
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K +$11K +461 +5%
SLA
992
Silver Lake Advisory
Utah
$240K +$715 +30 +0.3%
SI
993
Stephens Inc
Arkansas
$240K – – –
SQA
994
Simon Quick Advisors
New Jersey
$239K – – –
RPSA
995
Richard P. Slaughter Associates
Texas
$237K -$3.65K -153 -2%
BWA
996
Babb Wealth Advisors
Arizona
$237K – – –
Russell Investments Group
997
Russell Investments Group
United Kingdom
$236K +$37K +1,552 +19%
MFWP
998
Mosaic Family Wealth Partners
Missouri
$235K +$235K +9,872 New
TFS
999
Thoroughbred Financial Services
Tennessee
$233K +$233K +9,804 New
WSFS
1000
Wilmington Savings Fund Society
Delaware
$232K -$524K -21,971 -69%
38 39
40
41 42