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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 %
B
1076
Birchbrook
Maine
$35.8K – – –
ACA
1077
American Capital Advisory
Idaho
$34.9K -$11.2K -521 -24%
MAM
1078
Marquette Asset Management
Minnesota
$34.3K – – –
WPWM
1079
Western Pacific Wealth Management
Illinois
$33.8K +$86 +4 +0.3%
CIAS
1080
Capital Investment Advisory Services
North Carolina
$33.5K +$775 +36 +2%
NG
1081
NWK Group
California
$33.2K – – –
HWM
1082
Hemington Wealth Management
Virginia
$32K – – –
Kayne Anderson Rudnick Investment Management
1083
Kayne Anderson Rudnick Investment Management
California
$31.7K +$31.7K +1,474 New
NRG
1084
Nemes Rush Group
Michigan
$31.2K +$43 +2 +0.1%
GI
1085
GAMMA Investing
California
$31.1K – – –
CG
1086
Curat Global
New Hampshire
$30.8K +$30.8K +1,429 New
VWM
1087
Vermillion Wealth Management
Minnesota
$30.2K +$517 +24 +2%
WPA
1088
Wealth Preservation Advisors
Tennessee
$29.7K +$29.7K +1,380 New
MEG
1089
Millstone Evans Group
Colorado
$29.1K +$732 +34 +3%
GFPC
1090
Global Financial Private Client
Florida
$28.7K – – –
AFG
1091
Albion Financial Group
Utah
$27.1K – – –
JGIA
1092
Jackson Grant Investment Advisers
Connecticut
$27K +$86 +4 +0.3%
BCMLT
1093
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.3K +$86 +4 +0.3%
CFD
1094
Creative Financial Designs
Indiana
$25.8K -$14.3K -665 -36%
PWAM
1095
Private Wealth Asset Management
Iowa
$25.8K +$25.8K +1,200 New
WAG
1096
Wiser Advisor Group
Arizona
$25.4K +$65 +3 +0.3%
AGWCA
1097
Annis Gardner Whiting Capital Advisors
Florida
$25.1K +$25.1K +1,164 New
MCA
1098
Maryland Capital Advisors
Maryland
$25K – – –
BCM
1099
Blume Capital Management
California
$23.9K +$22 +1 +0.1%
PC
1100
Promus Capital
Illinois
$23.8K – – –
42 43
44
45 46