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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,184 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 104 funds opening new positions, 483 increasing their positions, 421 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+27
Holders Change %
+2.33%
% of All Funds
15.89%
Holding in Top 10
134
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.88%
% of All Funds
1.8%
New
104
Increased
483
Reduced
421
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 %
WPWM
1101
Western Pacific Wealth Management
Illinois
$37.5K +$119 +5 +0.3%
NG
1102
NWK Group
California
$36.7K – – –
Kayne Anderson Rudnick Investment Management
1103
Kayne Anderson Rudnick Investment Management
California
$35.1K – – –
HWM
1104
Hemington Wealth Management
Virginia
$35K – – –
NRG
1105
Nemes Rush Group
Michigan
$34.6K +$71 +3 +0.2%
GI
1106
GAMMA Investing
California
$34.5K – – –
CG
1107
Curat Global
New Hampshire
$34.2K +$95 +4 +0.3%
CIAS
1108
Capital Investment Advisory Services
North Carolina
$34.1K -$3.03K -127 -8%
VWM
1109
Vermillion Wealth Management
Minnesota
$33.4K +$95 +4 +0.3%
B
1110
Birchbrook
Maine
$33.4K -$6.32K -265 -16%
WPA
1111
Wealth Preservation Advisors
Tennessee
$32.9K – – –
MEG
1112
Millstone Evans Group
Colorado
$32.3K +$72 +3 +0.2%
AFG
1113
Albion Financial Group
Utah
$30K – – –
JGIA
1114
Jackson Grant Investment Advisers
Connecticut
$30K +$95 +4 +0.3%
BCMLT
1115
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.1K +$71 +3 +0.2%
CFD
1116
Creative Financial Designs
Indiana
$28.6K – – –
PWAM
1117
Private Wealth Asset Management
Iowa
$28.6K – – –
MCA
1118
Maryland Capital Advisors
Maryland
$27.7K – – –
BCM
1119
Blume Capital Management
California
$26.5K +$24 +1 +0.1%
PC
1120
Promus Capital
Illinois
$26.3K – – –
CJH
1121
Christopher J. Hasenberg
Wisconsin
$25.8K +$19.5K +820 +311%
RIL
1122
Rothschild Investment LLC
Illinois
$24.9K +$619 +26 +3%
ETC
1123
Exchange Traded Concepts
Oklahoma
$22.9K +$22.9K +963 New
GJIA
1124
Glass Jacobson Investment Advisors
Maryland
$22.6K -$1.42M -59,463 -98%
TCM
1125
Traub Capital Management
Massachusetts
$21.4K +$21.4K +900 New
43 44
45
46 47