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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
1
AlphaCore Capital
California
$142M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$50.1M
3
HWA
3
HHM Wealth Advisors
Tennessee
$130M
4
R
4
Rebalance
California
$314M
5
QCM
5
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
1
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.34B
3
CMAI
3
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
4
Charles Schwab
California
$10.8M
5
HCM
5
Hengehold Capital Management
Ohio
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
1001
Sterling Financial Planning
New Jersey
$230K +$667 +28 +0.3%
DSA
1002
Droms Strauss Advisors
Missouri
$230K – – –
OWP
1003
Obermeyer Wealth Partners
Colorado
$229K – – –
RSC
1004
Red Spruce Capital
Pennsylvania
$227K – – –
RP
1005
Riverwater Partners
Wisconsin
$225K -$2.31K -97 -1%
TF
1006
Trek Financial
Arizona
$224K +$1.07K +45 +0.5%
DFC
1007
DB Fitzpatrick & Co
Idaho
$223K +$5.05K +212 +2%
AWAG
1008
ARS Wealth Advisors Group
Florida
$223K +$643 +27 +0.3%
WCP
1009
Wick Capital Partners
Pennsylvania
$223K +$67.4K +4,057 +43%
SWM
1010
Spire Wealth Management
Virginia
$222K -$408K -17,138 -65%
JBA
1011
Johnson Bixby & Associates
Washington
$222K – – –
GCM
1012
Glaxis Capital Management
Florida
$222K +$222K +9,315 New
HSWM
1013
Hubbell Strickland Wealth Management
Louisiana
$221K +$221K +9,293 New
BRWA
1014
B. Riley Wealth Advisors
Florida
$221K +$221K +9,256 New
BFS
1015
BridgePort Financial Solutions
Iowa
$220K +$220K +9,225 New
BAAM
1016
Baker Avenue Asset Management
California
$220K +$220K +9,219 New
JWM
1017
Jackson Wealth Management
Florida
$219K +$219K +9,182 New
SCM
1018
Schnieders Capital Management
California
$218K +$218K +9,151 New
ACI
1019
Alpha Cubed Investments
California
$218K -$25K -1,050 -10%
CPCM
1020
Cardinal Point Capital Management
Ontario, Canada
$218K +$218K +217,616 New
VIA
1021
Victrix Investment Advisors
Florida
$217K +$217K +9,119 New
RRA
1022
Round Rock Advisors
Connecticut
$217K +$217K +9,108 New
WI
1023
Wedgewood Investors
Pennsylvania
$216K +$216K +9,080 New
SIC
1024
SJS Investment Consulting
Ohio
$215K – – –
EAM
1025
Empirical Asset Management
Massachusetts
$215K +$215K +9,007 New
39 40
41
42 43