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
BWA
1001
Babb Wealth Advisors
Arizona
$237K
Russell Investments Group
1002
Russell Investments Group
United Kingdom
$236K
MFWP
1003
Mosaic Family Wealth Partners
Missouri
$235K
TFS
1004
Thoroughbred Financial Services
Tennessee
$233K
SQA
1005
Simon Quick Advisors
New Jersey
$233K
WSFS
1006
Wilmington Savings Fund Society
Delaware
$232K
ACM
1007
Aspen Capital Management
Idaho
$230K
KL
1008
KilterHowling LLC
Colorado
$230K
SFP
1009
Sterling Financial Planning
New Jersey
$230K
DSA
1010
Droms Strauss Advisors
Missouri
$230K
OWP
1011
Obermeyer Wealth Partners
Colorado
$229K
RSC
1012
Red Spruce Capital
Pennsylvania
$227K
RP
1013
Riverwater Partners
Wisconsin
$225K
TF
1014
Trek Financial
Arizona
$224K
DFC
1015
DB Fitzpatrick & Co
Idaho
$223K
AWAG
1016
ARS Wealth Advisors Group
Florida
$223K
WCP
1017
Wick Capital Partners
Pennsylvania
$223K
SWM
1018
Spire Wealth Management
Virginia
$222K
JBA
1019
Johnson Bixby & Associates
Washington
$222K
GCM
1020
Glaxis Capital Management
Florida
$222K
HSWM
1021
Hubbell Strickland Wealth Management
Louisiana
$221K
CAWM
1022
Capital A Wealth Management
Pennsylvania
$221K
BRWA
1023
B. Riley Wealth Advisors
Florida
$221K
BFS
1024
BridgePort Financial Solutions
Iowa
$220K
BAAM
1025
Baker Avenue Asset Management
California
$220K