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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 %
SWP
1176
Strategic Wealth Partners
Ohio
$1.14K 48 +48 New
LWMI
1177
Legacy Wealth Management (Idaho)
Idaho
$1.03K 43 -11 -20%
LIS
1178
Legacy Investment Solutions
Idaho
$1.03K 43 +43 New
MAFA
1179
MJT & Associates Financial Advisory
Minnesota
$864 36 -1 -3%
SIS
1180
Sound Income Strategies
Florida
$715 30 – –
FLFS
1181
Family Legacy Financial Solutions
North Carolina
$527 22 +22 New
CWM
1182
CarsonAllaria Wealth Management
Illinois
$453 19 +19 New
HFS
1183
Hughes Financial Services
Virginia
$415 17 +2 +13%
BA
1184
Bristlecone Advisors
Washington
$335 14 +14 New
EWA
1185
EQ Wealth Advisors
Texas
$214 9 – –
IA
1186
IFS Advisors
Kansas
$41 1 – –
PA
1187
PFG Advisors
Arizona
– – -255,879 Closed
TC
1188
TownSquare Capital
Utah
– – -95,103 Closed
KL
1189
KWMG LLC
Kansas
– – -67,122 Closed
ARC
1190
Advisor Resource Council
Texas
– – -60,648 Closed
WCF
1191
West Coast Financial
California
– – -58,350 Closed
TF
1192
Tudor Financial
Ohio
– – -45,340 Closed
TW
1193
Traveka Wealth
California
– – -44,808 Closed
CCB
1194
Cutter & Co Brokerage
Missouri
– – -39,586 Closed
AWM
1195
Altus Wealth Management
Kentucky
– – -33,324 Closed
PCP
1196
Proficio Capital Partners
Massachusetts
– – -32,594 Closed
HF
1197
HRT Financial
New York
– – -29,260 Closed
TF
1198
TLWM Financial
Texas
– – -27,608 Closed
GF
1199
Goodman Financial
Texas
– – -25,935 Closed
TSS
1200
Two Sigma Securities
New York
– – -25,651 Closed
46 47
48
49 50