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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 %
SIM
1101
Studio Investment Management
Illinois
$23.5K – – –
RIL
1102
Rothschild Investment LLC
Illinois
$22K – – –
LC
1103
Lindbrook Capital
California
$21.2K – – –
SIM
1104
Synergy Investment Management
Florida
$20.7K – – –
OW
1105
Olistico Wealth
Oklahoma
$19.1K -$22 -1 -0.1%
TFM
1106
TFC Financial Management
Massachusetts
$17.6K – – –
BHWM
1107
Beaird Harris Wealth Management
Texas
$16.1K – – –
RF
1108
Robbins Farley
New Hampshire
$15.8K -$22 -1 -0.1%
FP
1109
Financial Perspectives
Minnesota
$15.4K +$43 +2 +0.3%
EA
1110
Evolution Advisers
Virginia
$14K -$88.9K -4,171 -86%
KFI
1111
Key Financial Inc
Pennsylvania
$13.6K – – –
IF
1112
Integrity Financial
Wyoming
$13.5K – – –
CW
1113
Curio Wealth
Maryland
$12.9K -$7.28M -566 -100%
WT
1114
Washington Trust
Rhode Island
$12.1K – – –
AA
1115
Addison Advisors
Vermont
$12.1K +$6.2K +288 +104%
BWM
1116
Bernard Wealth Management
Michigan
$11.6K – – –
HI
1117
Hoey Investments
Pennsylvania
$11.4K – – –
AW
1118
Avion Wealth
Texas
$11K – – –
GWSA
1119
Global Wealth Strategies & Associates
Colorado
$10.8K -$12.2K -565 -53%
RCM
1120
Raleigh Capital Management
North Carolina
$10.8K -$2.11K -98 -16%
WWM
1121
Wolff Wiese Magana
California
$10.6K – – –
OIA
1122
Optimum Investment Advisors
Illinois
$10.5K – – –
GWSG
1123
GPS Wealth Strategies Group
Colorado
$9.69K – – –
BAM
1124
Bellevue Asset Management
Washington
$9.04K – – –
MIM
1125
MTM Investment Management
South Carolina
$8.69K +$8.69K +402 New
43 44
45
46 47