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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,157 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, 456 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
-10
Holders Change %
-0.86%
% of All Funds
15.72%
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
456
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 %
T
1026
Tidemark
California
$154K +$43 +2 +0%
EWA
1027
EverSource Wealth Advisors
Alabama
$151K – – –
FF
1028
Friedenthal Financial
New Jersey
$151K -$1.44M -66,775 -91%
PCFFS
1029
Pacific Center for Financial Services
California
$146K +$2.13K +99 +1%
BFO
1030
Biltmore Family Office
North Carolina
$145K – – –
TH
1031
TCTC Holdings
Texas
$133K – – –
HCM
1032
Hollencrest Capital Management
California
$131K – – –
PFSC
1033
Peoples Financial Services Corp
Pennsylvania
$129K – – –
CWC
1034
Carolinas Wealth Consulting
North Carolina
$128K +$10.9K +504 +9%
HPC
1035
HM Payson & Co
Maine
$125K – – –
HHGA
1036
Halbert Hargrove Global Advisors
California
$122K – – –
HPIA
1037
Hamilton Point Investment Advisors
North Carolina
$121K – – –
GWS
1038
Glassman Wealth Services
Virginia
$120K – – –
RCM
1039
Richardson Capital Management
Wisconsin
$118K +$366 +17 +0.3%
IRC
1040
Investors Research Corp
Georgia
$114K -$25.3K -1,176 -18%
AG
1041
AmeriFlex Group
Nevada
$111K – – –
AWM
1042
Angeles Wealth Management
California
$108K +$49.8K +2,311 +85%
BSB
1043
Bangor Savings Bank
Maine
$108K – – –
CTC
1044
Central Trust Company
Missouri
$107K +$48.7K +2,260 +83%
UCB
1045
United Community Bank
South Carolina
$103K – – –
ME
1046
McIlrath & Eck
Washington
$96.5K +$5.43K +252 +6%
SMA
1047
Sage Mountain Advisors
Georgia
$95.3K – – –
PGAM
1048
Princeton Global Asset Management
New Jersey
$94.9K -$883 -41 -0.9%
WT
1049
Whittier Trust
California
$90.2K -$223K -10,347 -71%
CAM
1050
Creekmur Asset Management
Illinois
$82K -$1.29K -60 -2%
40 41
42
43 44