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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 %
CWM
1051
Crowley Wealth Management
Delaware
$192K +$192K +8,050 New
BF
1052
BOK Financial
Oklahoma
$176K – – –
PS
1053
Principal Securities
Iowa
$175K +$118K +4,942 +205%
T
1054
Tidemark
California
$171K +$48 +2 +0%
FF
1055
Friedenthal Financial
New Jersey
$168K +$1.05K +44 +0.6%
EWA
1056
EverSource Wealth Advisors
Alabama
$167K – – –
PCFFS
1057
Pacific Center for Financial Services
California
$164K +$2.17K +91 +1%
BFO
1058
Biltmore Family Office
North Carolina
$161K – – –
TH
1059
TCTC Holdings
Texas
$147K – – –
SMA
1060
Sage Mountain Advisors
Georgia
$146K +$40.6K +1,702 +38%
HCM
1061
Hollencrest Capital Management
California
$145K – – –
PFSC
1062
Peoples Financial Services Corp
Pennsylvania
$143K – – –
PCA
1063
Providence Capital Advisors
North Carolina
$140K +$140K +5,859 New
HHGA
1064
Halbert Hargrove Global Advisors
California
$135K – – –
HPIA
1065
Hamilton Point Investment Advisors
North Carolina
$133K – – –
RCM
1066
Richardson Capital Management
Wisconsin
$131K +$381 +16 +0.3%
IRC
1067
Investors Research Corp
Georgia
$127K – – –
BSB
1068
Bangor Savings Bank
Maine
$120K -$24 -1 -0%
CTC
1069
Central Trust Company
Missouri
$119K – – –
UCB
1070
United Community Bank
South Carolina
$114K – – –
Group One Trading
1071
Group One Trading
Illinois
$112K +$112K +4,699 New
PGAM
1072
Princeton Global Asset Management
New Jersey
$111K +$5.65K +237 +5%
ME
1073
McIlrath & Eck
Washington
$107K – – –
WT
1074
Whittier Trust
California
$99.8K – – –
PP
1075
Pacifica Partners
Canada
$94.7K +$23.6K +996 +33%
41 42
43
44 45