SCHB icon

Schwab US Broad Market ETF

1,200 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, 490 increasing their positions, 423 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,200
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
MEG
1126
Millstone Evans Group
Colorado
$32.3K
AFG
1127
Albion Financial Group
Utah
$30K
JGIA
1128
Jackson Grant Investment Advisers
Connecticut
$30K
BCMLT
1129
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.1K
CFD
1130
Creative Financial Designs
Indiana
$28.6K
PWAM
1131
Private Wealth Asset Management
Iowa
$28.6K
MCA
1132
Maryland Capital Advisors
Maryland
$27.7K
BCM
1133
Blume Capital Management
California
$26.5K
PC
1134
Promus Capital
Illinois
$26.3K
CJH
1135
Christopher J. Hasenberg
Wisconsin
$25.8K
RIL
1136
Rothschild Investment LLC
Illinois
$24.9K
ETC
1137
Exchange Traded Concepts
Oklahoma
$22.9K
GJIA
1138
Glass Jacobson Investment Advisors
Maryland
$22.6K
TCM
1139
Traub Capital Management
Massachusetts
$21.4K
TFM
1140
TFC Financial Management
Massachusetts
$19.4K
TRCT
1141
Tower Research Capital (TRC)
New York
$18.7K
BHWM
1142
Beaird Harris Wealth Management
Texas
$17.9K
CW
1143
Cooksen Wealth
Texas
$17.4K
FP
1144
Financial Perspectives
Minnesota
$17.1K
RF
1145
Robbins Farley
New Hampshire
$16.5K
OW
1146
Olistico Wealth
Oklahoma
$15.8K
LI
1147
LRI Investments
Florida
$15.8K
KG
1148
Kilter Group
New York
$15.4K
KFI
1149
Key Financial Inc
Pennsylvania
$15.1K
EA
1150
Evolution Advisers
Virginia
$15K