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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 %
OSNBOA
1051
Old Second National Bank of Aurora
Illinois
$197K – – –
FAI
1052
Fiduciary Advisors Inc
Missouri
$193K +$193K +8,110 New
CWM
1053
Crowley Wealth Management
Delaware
$192K +$192K +8,050 New
BF
1054
BOK Financial
Oklahoma
$176K – – –
PS
1055
Principal Securities
Iowa
$175K +$118K +4,942 +205%
T
1056
Tidemark
California
$171K +$48 +2 +0%
FF
1057
Friedenthal Financial
New Jersey
$168K +$1.05K +44 +0.6%
EWA
1058
EverSource Wealth Advisors
Alabama
$167K – – –
PCFFS
1059
Pacific Center for Financial Services
California
$164K +$2.17K +91 +1%
BFO
1060
Biltmore Family Office
North Carolina
$161K – – –
TH
1061
TCTC Holdings
Texas
$147K – – –
SMA
1062
Sage Mountain Advisors
Georgia
$146K +$40.6K +1,702 +38%
HCM
1063
Hollencrest Capital Management
California
$145K – – –
PFSC
1064
Peoples Financial Services Corp
Pennsylvania
$143K – – –
PCA
1065
Providence Capital Advisors
North Carolina
$140K +$140K +5,859 New
HHGA
1066
Halbert Hargrove Global Advisors
California
$135K – – –
HPIA
1067
Hamilton Point Investment Advisors
North Carolina
$133K – – –
RCM
1068
Richardson Capital Management
Wisconsin
$131K +$381 +16 +0.3%
IRC
1069
Investors Research Corp
Georgia
$127K – – –
BSB
1070
Bangor Savings Bank
Maine
$120K -$24 -1 -0%
CTC
1071
Central Trust Company
Missouri
$119K – – –
UCB
1072
United Community Bank
South Carolina
$114K – – –
Group One Trading
1073
Group One Trading
Illinois
$112K +$112K +4,699 New
PGAM
1074
Princeton Global Asset Management
New Jersey
$111K +$5.65K +237 +5%
ME
1075
McIlrath & Eck
Washington
$107K – – –
41 42
43
44 45