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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 %
ETC
1126
Exchange Traded Concepts
Oklahoma
$22.9K +$22.9K +963 New
GJIA
1127
Glass Jacobson Investment Advisors
Maryland
$22.6K -$1.42M -59,463 -98%
TCM
1128
Traub Capital Management
Massachusetts
$21.4K +$21.4K +900 New
TFM
1129
TFC Financial Management
Massachusetts
$19.4K – – –
TRCT
1130
Tower Research Capital (TRC)
New York
$18.7K +$18.7K +783 New
BHWM
1131
Beaird Harris Wealth Management
Texas
$17.9K – – –
CW
1132
Cooksen Wealth
Texas
$17.4K +$17.4K +730 New
FP
1133
Financial Perspectives
Minnesota
$17.1K +$48 +2 +0.3%
RF
1134
Robbins Farley
New Hampshire
$16.5K -$1.07K -45 -6%
OW
1135
Olistico Wealth
Oklahoma
$15.8K -$5.26K -221 -25%
LI
1136
LRI Investments
Florida
$15.8K +$15.8K +661 New
KG
1137
Kilter Group
New York
$15.4K +$15.4K +648 New
KFI
1138
Key Financial Inc
Pennsylvania
$15.1K – – –
EA
1139
Evolution Advisers
Virginia
$15K – – –
IF
1140
Integrity Financial
Wyoming
$14.9K – – –
MCM
1141
Manchester Capital Management
Vermont
$14.3K -$34.1K -1,430 -70%
CW
1142
Curio Wealth
Maryland
$13.5K +$13.5K +566 +56,600%
BWM
1143
Bernard Wealth Management
Michigan
$12.8K – – –
HI
1144
Hoey Investments
Pennsylvania
$12.6K – – –
AW
1145
Avion Wealth
Texas
$12K +$71 +3 +0.6%
RCM
1146
Raleigh Capital Management
North Carolina
$11.9K – – –
KWM
1147
Kiker Wealth Management
Georgia
$11.9K +$11.9K +500 New
WWM
1148
Wolff Wiese Magana
California
$11.7K – – –
OIA
1149
Optimum Investment Advisors
Illinois
$11.6K – – –
MAWAG
1150
Mid-American Wealth Advisory Group
Missouri
$11.1K +$11.1K +465 New
44 45
46
47 48