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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,187 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, 483 increasing their positions, 422 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
+30
Holders Change %
+2.59%
% of All Funds
15.92%
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
483
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 %
AWM
1101
Aberdeen Wealth Management
Illinois
$42.3K +$48 +2 +0.1%
ACA
1102
American Capital Advisory
Idaho
$38.6K – – –
MAM
1103
Marquette Asset Management
Minnesota
$38K – – –
WPWM
1104
Western Pacific Wealth Management
Illinois
$37.5K +$119 +5 +0.3%
NG
1105
NWK Group
California
$36.7K – – –
Kayne Anderson Rudnick Investment Management
1106
Kayne Anderson Rudnick Investment Management
California
$35.1K – – –
HWM
1107
Hemington Wealth Management
Virginia
$35K – – –
NRG
1108
Nemes Rush Group
Michigan
$34.6K +$71 +3 +0.2%
GI
1109
GAMMA Investing
California
$34.5K – – –
CG
1110
Curat Global
New Hampshire
$34.2K +$95 +4 +0.3%
CIAS
1111
Capital Investment Advisory Services
North Carolina
$34.1K -$3.03K -127 -8%
VWM
1112
Vermillion Wealth Management
Minnesota
$33.4K +$95 +4 +0.3%
B
1113
Birchbrook
Maine
$33.4K -$6.32K -265 -16%
WPA
1114
Wealth Preservation Advisors
Tennessee
$32.9K – – –
MEG
1115
Millstone Evans Group
Colorado
$32.3K +$72 +3 +0.2%
AFG
1116
Albion Financial Group
Utah
$30K – – –
JGIA
1117
Jackson Grant Investment Advisers
Connecticut
$30K +$95 +4 +0.3%
BCMLT
1118
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.1K +$71 +3 +0.2%
CFD
1119
Creative Financial Designs
Indiana
$28.6K – – –
PWAM
1120
Private Wealth Asset Management
Iowa
$28.6K – – –
MCA
1121
Maryland Capital Advisors
Maryland
$27.7K – – –
BCM
1122
Blume Capital Management
California
$26.5K +$24 +1 +0.1%
PC
1123
Promus Capital
Illinois
$26.3K – – –
CJH
1124
Christopher J. Hasenberg
Wisconsin
$25.8K +$19.5K +820 +311%
RIL
1125
Rothschild Investment LLC
Illinois
$24.9K +$619 +26 +3%
43 44
45
46 47