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Schwab US Broad Market ETF
SCHB

1,209 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: 1,170 → 1,209 (+39)

Holders
1,209
Holders Change
+39
Holders Change %
+3.33%
% of All Funds
15.92%
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
QFPS
1001
Quantum Financial Planning Services
Washington
$242K +$661 +30 +0.3%
SAM
1002
Secure Asset Management
Michigan
$242K +$224K +10,165 New
APW
1003
Aurora Private Wealth
New Jersey
$242K +$223K +10,141 New
FIA
1004
FPC Investment Advisory
California
$242K – – –
GWANC
1005
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K +$10.2K +461 +5%
SLA
1006
Silver Lake Advisory
Utah
$240K +$661 +30 +0.3%
SI
1007
Stephens Inc
Arkansas
$240K – – –
RPSA
1008
Richard P. Slaughter Associates
Texas
$237K -$3.37K -153 -2%
BWA
1009
Babb Wealth Advisors
Arizona
$237K – – –
Russell Investments Group
1010
Russell Investments Group
United Kingdom
$236K +$34.2K +1,552 +19%
MFWP
1011
Mosaic Family Wealth Partners
Missouri
$235K +$217K +9,872 New
TFS
1012
Thoroughbred Financial Services
Tennessee
$233K +$216K +9,804 New
SQA
1013
Simon Quick Advisors
New Jersey
$233K -$5.57K -253 -3%
WSFS
1014
Wilmington Savings Fund Society
Delaware
$232K -$484K -21,971 -69%
ACM
1015
Aspen Capital Management
Idaho
$230K +$2.27K +103 +1%
KL
1016
KilterHowling LLC
Colorado
$230K +$639 +29 +0.3%
SFP
1017
Sterling Financial Planning
New Jersey
$230K +$617 +28 +0.3%
DSA
1018
Droms Strauss Advisors
Missouri
$230K – – –
OWP
1019
Obermeyer Wealth Partners
Colorado
$229K – – –
RSC
1020
Red Spruce Capital
Pennsylvania
$227K – – –
RP
1021
Riverwater Partners
Wisconsin
$225K -$2.14K -97 -1%
TF
1022
Trek Financial
Arizona
$224K +$991 +45 +0.5%
DFC
1023
DB Fitzpatrick & Co
Idaho
$223K +$4.67K +212 +2%
AWAG
1024
ARS Wealth Advisors Group
Florida
$223K +$595 +27 +0.3%
WCP
1025
Wick Capital Partners
Pennsylvania
$223K +$89.4K +4,057 +43%
39 40
41
42 43

SCHB Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 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.

  • 1,209 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2025, up from 1,170 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.