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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 %
GSWM
1151
Golden State Wealth Management
California
$1.16K – – –
LWMI
1152
Legacy Wealth Management (Idaho)
Idaho
$1.16K – – –
MAFA
1153
MJT & Associates Financial Advisory
Minnesota
$781 +$781 +37 New
SIS
1154
Sound Income Strategies
Florida
$646 -$2.39K -111 -79%
RWA
1155
Redmont Wealth Advisors
Illinois
$425 +$425 +20 New
HFS
1156
Hughes Financial Services
Virginia
$324 +$324 +15 New
EWA
1157
EQ Wealth Advisors
Texas
$194 +$194 +9 New
CTA
1158
Colonial Trust Advisors
South Carolina
$36 – – –
IA
1159
IFS Advisors
Kansas
$36 – – –
WCM
1160
Weaver Capital Management
Georgia
– -$33.9M -1,493,645 Closed
FSA
1161
Financial Services Advisory
Maryland
– -$24.9M -1,097,994 Closed
LWL
1162
Leo Wealth LLC
Texas
– -$3.48M -153,416 Closed
SW
1163
SVB Wealth
Massachusetts
– -$2.27M -100,038 Closed
Renaissance Technologies
1164
Renaissance Technologies
New York
– -$2.21M -97,400 Closed
LP
1165
LGL Partners
Pennsylvania
– -$600K -26,411 Closed
CAS
1166
Coppell Advisory Solutions
Texas
– -$297K -13,059 Closed
AIM
1167
Aurora Investment Managers
Florida
– -$284K -12,510 Closed
SW
1168
Simplicity Wealth
New Jersey
– -$268K -11,801 Closed
WFAG
1169
Wescott Financial Advisory Group
Pennsylvania
– -$266K -11,721 Closed
CAP
1170
Columbia Advisory Partners
Washington
– -$256K -11,291 Closed
KWM
1171
Kingsview Wealth Management
Oregon
– -$250K -11,031 Closed
TRCT
1172
Tower Research Capital (TRC)
New York
– -$247K -10,881 Closed
BFG
1173
Bleakley Financial Group
New Jersey
– -$243K -10,687 Closed
EAM
1174
Empirical Asset Management
Massachusetts
– -$242K -10,640 Closed
TWM
1175
Tanager Wealth Management
United Kingdom
– -$234K -10,296 Closed
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47
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