SCHB icon

Schwab US Broad Market ETF

1,197 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 107 funds opening new positions, 488 increasing their positions, 423 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.7M
Puts
$9.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1101
Addison Advisors
Vermont
$56.3K
GSWM
1102
Golden State Wealth Management
California
$54.6K
BIG
1103
Brooklyn Investment Group
New York
$54.5K
BIA
1104
Bell Investment Advisors
California
$51.3K
EB
1105
Eastern Bank
Massachusetts
$49.2K
FHA
1106
First Horizon Advisors
Tennessee
$48.9K
GEA
1107
Glen Eagle Advisors
New Jersey
$48.8K
MWA
1108
Moser Wealth Advisors
Washington
$45.3K
OFG
1109
Oxford Financial Group
Indiana
$42.3K
AWM
1110
Aberdeen Wealth Management
Illinois
$42.3K
ACA
1111
American Capital Advisory
Idaho
$38.6K
MAM
1112
Marquette Asset Management
Minnesota
$38K
WPWM
1113
Western Pacific Wealth Management
Illinois
$37.5K
NG
1114
NWK Group
California
$36.7K
Kayne Anderson Rudnick Investment Management
1115
Kayne Anderson Rudnick Investment Management
California
$35.1K
HWM
1116
Hemington Wealth Management
Virginia
$35K
NRG
1117
Nemes Rush Group
Michigan
$34.6K
GI
1118
GAMMA Investing
California
$34.5K
CG
1119
Curat Global
New Hampshire
$34.2K
CIAS
1120
Capital Investment Advisory Services
North Carolina
$34.1K
VWM
1121
Vermillion Wealth Management
Minnesota
$33.4K
B
1122
Birchbrook
Maine
$33.4K
WPA
1123
Wealth Preservation Advisors
Tennessee
$32.9K
MEG
1124
Millstone Evans Group
Colorado
$32.3K
AFG
1125
Albion Financial Group
Utah
$30K