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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 %
MYIA
1151
Mount Yale Investment Advisors
Colorado
$10.8K +$10.8K +452 New
GWSG
1152
GPS Wealth Strategies Group
Colorado
$10.7K – – –
BAM
1153
Bellevue Asset Management
Washington
$10K – – –
MIM
1154
MTM Investment Management
South Carolina
$9.58K – – –
PS
1155
Pinney & Scofield
Massachusetts
$9.2K +$24 +1 +0.3%
FFL
1156
Financial Freedom LLC
Ohio
$9.18K +$24 +1 +0.3%
PPA
1157
Painted Porch Advisors
California
$8.87K – – –
PMIM
1158
Prudent Man Investment Management
Colorado
$8.04K – – –
TVWM
1159
Tower View Wealth Management
Wisconsin
$7.4K +$24 +1 +0.3%
T
1160
Transce3nd
Texas
$6.58K – – –
IWM
1161
IMG Wealth Management
Florida
$5.51K +$5.51K +231 New
NC
1162
NewSquare Capital
Pennsylvania
$5.15K – – –
GWP
1163
Gen-Wealth Partners
Michigan
$4.85K +$1.12K +47 +30%
DAM
1164
Delta Asset Management
Tennessee
$4.84K +$24 +1 +0.5%
TWC
1165
TD Waterhouse Canada
Ontario, Canada
$4.71K – – –
BBHC
1166
Brown Brothers Harriman & Co
New York
$4.29K – – –
HNW
1167
High Note Wealth
Minnesota
$3.72K – – –
FGC
1168
Financial Gravity Companies
Texas
$3.6K +$3.6K +151 New
WA
1169
WestEnd Advisors
North Carolina
$3.29K +$3.29K +138 New
HFS
1170
Hopwood Financial Services
Virginia
$3.15K – – –
RDFA
1171
Ritter Daniher Financial Advisory
Ohio
$3.08K +$310 +13 +11%
CFP
1172
Comprehensive Financial Planning
Pennsylvania
$3.06K – – –
NB
1173
NBT Bank
New York
$3.01K – – –
WAS
1174
Winch Advisory Services
Wisconsin
$2.01K +$2.01K +84 New
KHC
1175
Koesten Hirschmann & Crabtree
Kansas
$2K – – –
45 46
47
48 49