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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 %
MA
1076
Montag & Associates
Georgia
$91.7K +$1.43K +60 +2%
CAM
1077
Creekmur Asset Management
Illinois
$90.4K -$357 -15 -0.4%
BL
1078
BFSG LLC
California
$87.4K +$238 +10 +0.3%
GIA
1079
GHP Investment Advisors
Colorado
$82.6K – – –
MSWA
1080
Marshall & Sterling Wealth Advisors
New York
$77.6K +$71 +3 +0.1%
TPWA
1081
Twin Peaks Wealth Advisors
California
$77.4K +$77.4K +3,125 New
RF
1082
Roxbury Financial
New Jersey
$71.4K +$429 +18 +0.6%
GGI
1083
Godsey & Gibb Inc
Virginia
$69K +$18.9K +792 +38%
FFA
1084
Frazier Financial Advisors
Ohio
$65.7K +$10.3K +434 +19%
EWA
1085
Elevate Wealth Advisory
Georgia
$64.4K – – –
SIS
1086
Strategic Investment Solutions
Illinois
$62.3K +$5.32K +223 +9%
HWM
1087
HighMark Wealth Management
Minnesota
$61K +$191 +8 +0.3%
HRC
1088
Hoertkorn Richard Charles
$59.1K -$5.24K -220 -8%
FNWA
1089
Financial Network Wealth Advisors
Utah
$58K +$191 +8 +0.3%
JFA
1090
JNBA Financial Advisors
Minnesota
$57.4K – – –
AA
1091
Addison Advisors
Vermont
$56.3K +$42.9K +1,800 +319%
GSWM
1092
Golden State Wealth Management
California
$54.6K +$53.3K +2,235 +4,139%
BIG
1093
Brooklyn Investment Group
New York
$54.6K +$167 +7 +0.3%
BIA
1094
Bell Investment Advisors
California
$51.3K -$531K -22,282 -91%
EB
1095
Eastern Bank
Massachusetts
$49.2K -$7.98K -335 -14%
FHA
1096
First Horizon Advisors
Tennessee
$48.9K +$143 +6 +0.3%
GEA
1097
Glen Eagle Advisors
New Jersey
$48.8K -$286 -12 -0.6%
MWA
1098
Moser Wealth Advisors
Washington
$45.3K +$71 +3 +0.2%
OFG
1099
Oxford Financial Group
Indiana
$42.3K – – –
AWM
1100
Aberdeen Wealth Management
Illinois
$42.3K +$48 +2 +0.1%
42 43
44
45 46