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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
$47.4M
3
CMAI
Capital Management Associates Inc
Minnesota
$75.9M
4
SCM
SCS Capital Management
Massachusetts
$256M
5
WA
Waverly Advisors
Alabama
$58.9M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$12.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$38.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.26B
4
WCM
Weaver Capital Management
Georgia
$0
5
FSA
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1051
Montag & Associates
Georgia
$81.5K +$237 +11 +0.3%
BL
1052
BFSG LLC
California
$78.7K -$42.8K -1,990 -35%
GIA
1053
GHP Investment Advisors
Colorado
$74.6K +$74.6K +3,465 New
LWANC
1054
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.7K +$2.48K +115 +4%
MSWA
1055
Marshall & Sterling Wealth Advisors
New York
$70.1K +$43 +2 +0.1%
RF
1056
Roxbury Financial
New Jersey
$68.3K +$252 +11 +0.4%
PP
1057
Pacifica Partners
Canada
$62.1K – – –
EWA
1058
Elevate Wealth Advisory
Georgia
$58.2K -$16.7K -777 -22%
HRC
1059
Hoertkorn Richard Charles
$58.1K – – –
HWM
1060
HighMark Wealth Management
Minnesota
$55K +$172 +8 +0.3%
PS
1061
Principal Securities
Iowa
$54.8K – – –
3IP
1062
3Chopt Investment Partners
Virginia
$52.8K +$52.8K +2,454 New
FNWA
1063
Financial Network Wealth Advisors
Utah
$52.2K +$52.2K +2,425 New
JFA
1064
JNBA Financial Advisors
Minnesota
$51.9K +$8.98K +417 +21%
EB
1065
Eastern Bank
Massachusetts
$51.7K – – –
SIS
1066
Strategic Investment Solutions
Illinois
$51.5K -$7.51K -349 -13%
FFA
1067
Frazier Financial Advisors
Ohio
$50K – – –
BIG
1068
Brooklyn Investment Group
New York
$49.1K +$49.1K +2,283 New
GGI
1069
Godsey & Gibb Inc
Virginia
$45.3K – – –
GEA
1070
Glen Eagle Advisors
New Jersey
$44.3K – – –
FHA
1071
First Horizon Advisors
Tennessee
$44K -$6.07K -282 -12%
MCM
1072
Manchester Capital Management
Vermont
$43.7K +$86 +4 +0.2%
MWA
1073
Moser Wealth Advisors
Washington
$40.8K +$5.3K +246 +15%
OFG
1074
Oxford Financial Group
Indiana
$38.2K – – –
AWM
1075
Aberdeen Wealth Management
Illinois
$38.2K +$3.01K +140 +9%
41 42
43
44 45