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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 %
WT
1076
Whittier Trust
California
$99.8K – – –
PP
1077
Pacifica Partners
Canada
$94.7K +$23.6K +996 +33%
MA
1078
Montag & Associates
Georgia
$91.7K +$1.43K +60 +2%
CAM
1079
Creekmur Asset Management
Illinois
$90.4K -$357 -15 -0.4%
BL
1080
BFSG LLC
California
$87.4K +$238 +10 +0.3%
GIA
1081
GHP Investment Advisors
Colorado
$82.6K – – –
MSWA
1082
Marshall & Sterling Wealth Advisors
New York
$77.6K +$71 +3 +0.1%
TPWA
1083
Twin Peaks Wealth Advisors
California
$77.4K +$77.4K +3,125 New
RF
1084
Roxbury Financial
New Jersey
$71.4K +$429 +18 +0.6%
GGI
1085
Godsey & Gibb Inc
Virginia
$69K +$18.9K +792 +38%
FFA
1086
Frazier Financial Advisors
Ohio
$65.7K +$10.3K +434 +19%
EWA
1087
Elevate Wealth Advisory
Georgia
$64.4K – – –
SIS
1088
Strategic Investment Solutions
Illinois
$62.3K +$5.32K +223 +9%
HWM
1089
HighMark Wealth Management
Minnesota
$61K +$191 +8 +0.3%
HRC
1090
Hoertkorn Richard Charles
$59.1K -$5.24K -220 -8%
FNWA
1091
Financial Network Wealth Advisors
Utah
$58K +$191 +8 +0.3%
JFA
1092
JNBA Financial Advisors
Minnesota
$57.4K – – –
AA
1093
Addison Advisors
Vermont
$56.3K +$42.9K +1,800 +319%
GSWM
1094
Golden State Wealth Management
California
$54.6K +$53.3K +2,235 +4,139%
BIG
1095
Brooklyn Investment Group
New York
$54.6K +$167 +7 +0.3%
BIA
1096
Bell Investment Advisors
California
$51.3K -$531K -22,282 -91%
EB
1097
Eastern Bank
Massachusetts
$49.2K -$7.98K -335 -14%
FHA
1098
First Horizon Advisors
Tennessee
$48.9K +$143 +6 +0.3%
GEA
1099
Glen Eagle Advisors
New Jersey
$48.8K -$286 -12 -0.6%
MWA
1100
Moser Wealth Advisors
Washington
$45.3K +$71 +3 +0.2%
42 43
44
45 46