We are live on ! Find out more
SCHB icon

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
SWM
1026
Spire Wealth Management
Virginia
$222K -$378K -17,138 -65%
JBA
1027
Johnson Bixby & Associates
Washington
$222K – – –
GCM
1028
Glaxis Capital Management
Florida
$222K +$205K +9,315 New
HSWM
1029
Hubbell Strickland Wealth Management
Louisiana
$221K +$205K +9,293 New
CAWM
1030
Capital A Wealth Management
Pennsylvania
$221K +$83.3K +3,781 +2,022%
BRWA
1031
B. Riley Wealth Advisors
Florida
$221K +$204K +9,256 New
BFS
1032
BridgePort Financial Solutions
Iowa
$220K +$203K +9,225 New
BAAM
1033
Baker Avenue Asset Management
California
$220K +$203K +9,219 New
JWM
1034
Jackson Wealth Management
Florida
$219K +$202K +9,182 New
SCM
1035
Schnieders Capital Management
California
$218K +$202K +9,151 New
ACI
1036
Alpha Cubed Investments
California
$218K -$23.1K -1,050 -10%
CPCM
1037
Cardinal Point Capital Management
Ontario, Canada
$218K +$4.79M +217,616 New
VIA
1038
Victrix Investment Advisors
Florida
$217K +$201K +9,119 New
RRA
1039
Round Rock Advisors
Connecticut
$217K +$201K +9,108 New
WI
1040
Wedgewood Investors
Pennsylvania
$216K +$200K +9,080 New
RF
1041
Robinswood Financial
Washington
$216K +$198 +9 +0.1%
SIC
1042
SJS Investment Consulting
Ohio
$215K – – –
EAM
1043
Empirical Asset Management
Massachusetts
$215K +$198K +9,007 New
SIAP
1044
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$215K +$198K +9,005 New
DAC
1045
Dividend Assets Capital
South Carolina
$214K +$198K +9,000 New
WPIC
1046
White Pine Investment Company
Michigan
$214K -$33.6K -1,527 -15%
BAMG
1047
Brand Asset Management Group
Missouri
$214K +$198K +8,976 New
NEPWA
1048
New England Private Wealth Advisors
Massachusetts
$213K +$192K +8,717 New
AGC
1049
Aspen Grove Capital
Colorado
$213K +$197K +8,935 New
CWM
1050
Connecticut Wealth Management
Connecticut
$213K -$69.8K -3,168 -26%
40 41
42
43 44

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.