SCHB icon

Schwab US Broad Market ETF

1,197 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, 488 increasing their positions, 423 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.7M
Puts
$9.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1051
17 Capital Partners
Arizona
$204K
AWA
1052
Archvest Wealth Advisors
California
$203K
FYW
1053
Future You Wealth
New York
$203K
MFT
1054
Moisand Fitzgerald Tamayo
Florida
$202K
WW
1055
Westshore Wealth
California
$202K
RMF
1056
Red Mountain Financial
Colorado
$201K
QCMNJ
1057
Quantum Capital Management (New Jersey)
New Jersey
$197K
OSNBOA
1058
Old Second National Bank of Aurora
Illinois
$197K
FAI
1059
Fiduciary Advisors Inc
Missouri
$193K
CWM
1060
Crowley Wealth Management
Delaware
$192K
BF
1061
BOK Financial
Oklahoma
$176K
PS
1062
Principal Securities
Iowa
$175K
T
1063
Tidemark
California
$171K
FF
1064
Friedenthal Financial
New Jersey
$168K
EWA
1065
EverSource Wealth Advisors
Alabama
$167K
PCFFS
1066
Pacific Center for Financial Services
California
$164K
BFO
1067
Biltmore Family Office
North Carolina
$161K
TH
1068
TCTC Holdings
Texas
$147K
SMA
1069
Sage Mountain Advisors
Georgia
$146K
HCM
1070
Hollencrest Capital Management
California
$145K
PFSC
1071
Peoples Financial Services Corp
Pennsylvania
$143K
PCA
1072
Providence Capital Advisors
North Carolina
$140K
HPC
1073
HM Payson & Co
Maine
$139K
HHGA
1074
Halbert Hargrove Global Advisors
California
$135K
HPIA
1075
Hamilton Point Investment Advisors
North Carolina
$133K