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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 %
PS
1126
Pinney & Scofield
Massachusetts
$8.29K +$22 +1 +0.3%
FFL
1127
Financial Freedom LLC
Ohio
$8.27K +$22 +1 +0.3%
PMIM
1128
Prudent Man Investment Management
Colorado
$8.04K – – –
PPA
1129
Painted Porch Advisors
California
$8.01K – – –
HCP
1130
Hexagon Capital Partners
Arkansas
$7.44K +$4.86K +226 +188%
TVWM
1131
Tower View Wealth Management
Wisconsin
$6.67K +$6.67K +310 New
T
1132
Transce3nd
Texas
$5.94K – – –
CJH
1133
Christopher J. Hasenberg
Wisconsin
$5.71K – – –
HT
1134
Headlands Technologies
Illinois
$5.3K +$5.3K +246 New
NC
1135
NewSquare Capital
Pennsylvania
$4.65K – – –
IWM
1136
Inlight Wealth Management
Georgia
$4.46K +$4.46K +207 New
DAM
1137
Delta Asset Management
Tennessee
$4.36K – – –
TWC
1138
TD Waterhouse Canada
Ontario, Canada
$4.28K – – –
CAWM
1139
Capital A Wealth Management
Pennsylvania
$4.03K +$129 +6 +3%
BBHC
1140
Brown Brothers Harriman & Co
New York
$3.88K – – –
FGAM
1141
Financial Gravity Asset Management
Texas
$3.88K +$3.88K +180 New
GWP
1142
Gen-Wealth Partners
Michigan
$3.38K -$4.54K -211 -57%
HNW
1143
High Note Wealth
Minnesota
$3.36K – – –
HFS
1144
Hopwood Financial Services
Virginia
$2.84K – – –
CFP
1145
Comprehensive Financial Planning
Pennsylvania
$2.76K – – –
NB
1146
NBT Bank
New York
$2.72K – – –
RDFA
1147
Ritter Daniher Financial Advisory
Ohio
$2.5K +$689 +32 +38%
KHC
1148
Koesten Hirschmann & Crabtree
Kansas
$1.81K – – –
AWM
1149
AllSquare Wealth Management
New York
$1.42K – – –
NRWA
1150
North Ridge Wealth Advisors
Oregon
$1.29K – – –
44 45
46
47 48