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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.

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 %
TFM
1126
TFC Financial Management
Massachusetts
$19.4K – – –
TRCT
1127
Tower Research Capital (TRC)
New York
$18.7K +$18.7K +783 New
BHWM
1128
Beaird Harris Wealth Management
Texas
$17.9K – – –
CW
1129
Cooksen Wealth
Texas
$17.4K +$17.4K +730 New
FP
1130
Financial Perspectives
Minnesota
$17.1K +$48 +2 +0.3%
RF
1131
Robbins Farley
New Hampshire
$16.5K -$1.07K -45 -6%
OW
1132
Olistico Wealth
Oklahoma
$15.8K -$5.26K -221 -25%
LI
1133
LRI Investments
Florida
$15.8K +$15.8K +661 New
KG
1134
Kilter Group
New York
$15.4K +$15.4K +648 New
KFI
1135
Key Financial Inc
Pennsylvania
$15.1K – – –
EA
1136
Evolution Advisers
Virginia
$15K – – –
IF
1137
Integrity Financial
Wyoming
$14.9K – – –
MCM
1138
Manchester Capital Management
Vermont
$14.3K -$34.1K -1,430 -70%
CW
1139
Curio Wealth
Maryland
$13.5K +$13.5K +566 +56,600%
BWM
1140
Bernard Wealth Management
Michigan
$12.8K – – –
HI
1141
Hoey Investments
Pennsylvania
$12.6K – – –
AW
1142
Avion Wealth
Texas
$12K +$71 +3 +0.6%
RCM
1143
Raleigh Capital Management
North Carolina
$11.9K – – –
KWM
1144
Kiker Wealth Management
Georgia
$11.9K +$11.9K +500 New
WWM
1145
Wolff Wiese Magana
California
$11.7K – – –
OIA
1146
Optimum Investment Advisors
Illinois
$11.6K – – –
MAWAG
1147
Mid-American Wealth Advisory Group
Missouri
$11.1K +$11.1K +465 New
MYIA
1148
Mount Yale Investment Advisors
Colorado
$10.8K +$10.8K +452 New
GWSG
1149
GPS Wealth Strategies Group
Colorado
$10.7K – – –
BAM
1150
Bellevue Asset Management
Washington
$10K – – –
44 45
46
47 48