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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,179 hedge funds and large institutions have $11.1B 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, 417 reducing their positions, and 44 closing their positions.

Holders
1,179
Holders Change
+22
Holders Change %
+1.9%
% of All Funds
15.83%
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
417
Closed
44
Calls
$31.7M
Puts
$9.44M
Net Calls
+$22.2M
Net Calls Change
-$2.79M

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 Market Value Shares Shares
Change 		Shares
Change %
MIM
1151
MTM Investment Management
South Carolina
$9.58K 402 – –
PS
1152
Pinney & Scofield
Massachusetts
$9.2K 386 +1 +0.3%
FFL
1153
Financial Freedom LLC
Ohio
$9.18K 385 +1 +0.3%
PPA
1154
Painted Porch Advisors
California
$8.87K 372 – –
PMIM
1155
Prudent Man Investment Management
Colorado
$8.04K 354 – –
TVWM
1156
Tower View Wealth Management
Wisconsin
$7.4K 311 +1 +0.3%
T
1157
Transce3nd
Texas
$6.58K 276 – –
IWM
1158
IMG Wealth Management
Florida
$5.51K 231 +231 New
NC
1159
NewSquare Capital
Pennsylvania
$5.15K 216 – –
GWP
1160
Gen-Wealth Partners
Michigan
$4.85K 204 +47 +30%
DAM
1161
Delta Asset Management
Tennessee
$4.84K 203 +1 +0.5%
TWC
1162
TD Waterhouse Canada
Ontario, Canada
$4.71K 198 – –
BBHC
1163
Brown Brothers Harriman & Co
New York
$4.29K 180 – –
HNW
1164
High Note Wealth
Minnesota
$3.72K 156 – –
FGC
1165
Financial Gravity Companies
Texas
$3.6K 151 +151 New
WA
1166
WestEnd Advisors
North Carolina
$3.29K 138 +138 New
HFS
1167
Hopwood Financial Services
Virginia
$3.15K 132 – –
RDFA
1168
Ritter Daniher Financial Advisory
Ohio
$3.08K 129 +13 +11%
CFP
1169
Comprehensive Financial Planning
Pennsylvania
$3.06K 128 – –
NB
1170
NBT Bank
New York
$3.01K 126 – –
WAS
1171
Winch Advisory Services
Wisconsin
$2.01K 84 +84 New
KHC
1172
Koesten Hirschmann & Crabtree
Kansas
$2K 84 – –
AWM
1173
AllSquare Wealth Management
New York
$1.57K 66 – –
NRWA
1174
North Ridge Wealth Advisors
Oregon
$1.43K 60 – –
LFA
1175
Legend Financial Advisors
Pennsylvania
$1.43K 60 +60 New
45 46
47
48 49