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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 %
SXL
1001
Summit X LLC
Missouri
$214K -$7.49K -348 -3%
AIA
1002
Accelerate Investment Advisors
California
$213K +$213K +9,904 New
4WM
1003
49 Wealth Management
Texas
$212K -$26.9K -1,249 -11%
KL
1004
KilterHowling LLC
Colorado
$210K +$632 +29 +0.3%
AWM
1005
Abound Wealth Management
Tennessee
$209K +$1.14K +53 +0.6%
GWANC
1006
Guardian Wealth Advisors (North Carolina)
North Carolina
$208K +$323 +15 +0.2%
DSA
1007
Droms Strauss Advisors
Missouri
$207K +$646 +30 +0.3%
SFP
1008
Sterling Financial Planning
New Jersey
$207K +$646 +30 +0.3%
OWP
1009
Obermeyer Wealth Partners
Colorado
$207K +$207K +9,600 New
ACM
1010
Aspen Capital Management
Idaho
$206K +$206K +9,568 New
RP
1011
Riverwater Partners
Wisconsin
$206K +$2.09K +97 +1%
RSC
1012
Red Spruce Capital
Pennsylvania
$205K – – –
TF
1013
Trek Financial
Arizona
$202K +$4.97K +231 +3%
WCP
1014
Wick Capital Partners
Pennsylvania
$201K -$2.45K -114 -1%
AWAG
1015
ARS Wealth Advisors Group
Florida
$201K +$624 +29 +0.3%
CW
1016
CreativeOne Wealth
Kansas
$201K +$2.97K +138 +2%
JBA
1017
Johnson Bixby & Associates
Washington
$201K – – –
DFC
1018
DB Fitzpatrick & Co
Idaho
$197K +$7.82K +363 +4%
MFT
1019
Moisand Fitzgerald Tamayo
Florida
$196K -$3.04K -141 -2%
SIC
1020
SJS Investment Consulting
Ohio
$194K – – –
AIA
1021
Armor Investment Advisors
North Carolina
$189K -$26.5K -1,233 -12%
QCMNJ
1022
Quantum Capital Management (New Jersey)
New Jersey
$183K -$3.19K -148 -2%
CA
1023
Continuum Advisory
Idaho
$181K -$1.1M -51,204 -86%
Russell Investments Group
1024
Russell Investments Group
United Kingdom
$180K -$8.35K -388 -4%
OSNBOA
1025
Old Second National Bank of Aurora
Illinois
$178K – – –
39 40
41
42 43