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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 %
SIAP
1026
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$215K +$215K +9,005 New
DAC
1027
Dividend Assets Capital
South Carolina
$214K +$214K +9,000 New
WPIC
1028
White Pine Investment Company
Michigan
$214K -$36.4K -1,527 -15%
BAMG
1029
Brand Asset Management Group
Missouri
$214K +$214K +8,976 New
NEPWA
1030
New England Private Wealth Advisors
Massachusetts
$213K +$213K +8,717 New
AGC
1031
Aspen Grove Capital
Colorado
$213K +$213K +8,935 New
CWM
1032
Connecticut Wealth Management
Connecticut
$213K -$75.5K -3,168 -26%
AIM
1033
Aurora Investment Managers
Florida
$212K +$212K +8,910 New
BCM
1034
Becker Capital Management
Oregon
$211K +$211K +8,840 New
SAW
1035
Signal Advisors Wealth
Michigan
$209K +$209K +8,790 New
AIA
1036
Armor Investment Advisors
North Carolina
$209K +$48 +2 +0%
PCM
1037
Pennsylvania Capital Management
Pennsylvania
$209K +$209K +8,753 New
AIA
1038
Accelerate Investment Advisors
California
$206K -$30K -1,258 -13%
CFS
1039
Coordinated Financial Services
Colorado
$205K +$205K +8,612 New
CFA
1040
CWS Financial Advisors
Michigan
$204K +$204K +8,580 New
CWMK
1041
Caliber Wealth Management (Kansas)
Kansas
$204K +$204K +8,575 New
1CP
1042
17 Capital Partners
Arizona
$204K +$204K +8,547 New
AWA
1043
Archvest Wealth Advisors
California
$203K +$203K +8,517 New
FYW
1044
Future You Wealth
New York
$203K +$203K +8,516 New
MFT
1045
Moisand Fitzgerald Tamayo
Florida
$202K -$15K -631 -7%
WW
1046
Westshore Wealth
California
$202K +$202K +8,457 New
RMF
1047
Red Mountain Financial
Colorado
$201K +$201K +8,454 New
QCMNJ
1048
Quantum Capital Management (New Jersey)
New Jersey
$197K -$5.27K -221 -3%
OSNBOA
1049
Old Second National Bank of Aurora
Illinois
$197K – – –
FAI
1050
Fiduciary Advisors Inc
Missouri
$193K +$193K +8,110 New
40 41
42
43 44