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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,188 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, 484 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+30
Holders Change %
+2.59%
% of All Funds
15.93%
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
484
Reduced
422
Closed
44
Calls
$39.7M
Puts
$9.44M
Net Calls
+$30.3M
Net Calls Change
+$5.27M

Top Buyers

1
AC
AlphaCore Capital
California
+$132M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M
3
HWA
HHM Wealth Advisors
Tennessee
+$31.1M
4
R
Rebalance
California
+$28.8M
5
QCM
Quantinno Capital Management
New York
+$26.6M

Top Sellers

1
SFG
Socha Financial Group
New York
-$54.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$49.2M
3
CMAI
Capital Management Associates Inc
Minnesota
-$41.8M
4
Charles Schwab
Charles Schwab
California
-$19.8M
5
HCM
Hengehold Capital Management
Ohio
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1026
SJS Investment Consulting
Ohio
$215K – – –
EAM
1027
Empirical Asset Management
Massachusetts
$215K +$215K +9,007 New
SIAP
1028
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$215K +$215K +9,005 New
DAC
1029
Dividend Assets Capital
South Carolina
$214K +$214K +9,000 New
WPIC
1030
White Pine Investment Company
Michigan
$214K -$36.4K -1,527 -15%
BAMG
1031
Brand Asset Management Group
Missouri
$214K +$214K +8,976 New
NEPWA
1032
New England Private Wealth Advisors
Massachusetts
$213K +$213K +8,717 New
AGC
1033
Aspen Grove Capital
Colorado
$213K +$213K +8,935 New
CWM
1034
Connecticut Wealth Management
Connecticut
$213K -$75.5K -3,168 -26%
AIM
1035
Aurora Investment Managers
Florida
$212K +$212K +8,910 New
BCM
1036
Becker Capital Management
Oregon
$211K +$211K +8,840 New
SAW
1037
Signal Advisors Wealth
Michigan
$209K +$209K +8,790 New
AIA
1038
Armor Investment Advisors
North Carolina
$209K +$48 +2 +0%
PCM
1039
Pennsylvania Capital Management
Pennsylvania
$209K +$209K +8,753 New
AIA
1040
Accelerate Investment Advisors
California
$206K -$30K -1,258 -13%
CFS
1041
Coordinated Financial Services
Colorado
$205K +$205K +8,612 New
CFA
1042
CWS Financial Advisors
Michigan
$204K +$204K +8,580 New
CWMK
1043
Caliber Wealth Management (Kansas)
Kansas
$204K +$204K +8,575 New
1CP
1044
17 Capital Partners
Arizona
$204K +$204K +8,547 New
AWA
1045
Archvest Wealth Advisors
California
$203K +$203K +8,517 New
FYW
1046
Future You Wealth
New York
$203K +$203K +8,516 New
MFT
1047
Moisand Fitzgerald Tamayo
Florida
$202K -$15K -631 -7%
WW
1048
Westshore Wealth
California
$202K +$202K +8,457 New
RMF
1049
Red Mountain Financial
Colorado
$201K +$201K +8,454 New
QCMNJ
1050
Quantum Capital Management (New Jersey)
New Jersey
$197K -$5.27K -221 -3%
40 41
42
43 44