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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 %
APA
1176
Astoria Portfolio Advisors
New York
– -$230K -10,173 Closed
CFG
1177
Cornerstone Financial Group
Nebraska
– -$230K -10,122 Closed
BFWM
1178
Bright Futures Wealth Management
New York
– -$232K -9,919 Closed
CAM
1179
Columbia Asset Management
Michigan
– -$220K -9,693 Closed
CWS
1180
Cypress Wealth Services
California
– -$218K -9,595 Closed
RWM
1181
Rockwood Wealth Management
Pennsylvania
– -$214K -9,392 Closed
GCM
1182
Glaxis Capital Management
Florida
– -$210K -9,259 Closed
HSWM
1183
Hubbell Strickland Wealth Management
Louisiana
– -$210K -9,238 Closed
BAAM
1184
Baker Avenue Asset Management
California
– -$209K -9,219 Closed
JWM
1185
Jackson Wealth Management
Florida
– -$208K -9,182 Closed
SCM
1186
Schnieders Capital Management
California
– -$208K -9,151 Closed
RRA
1187
Round Rock Advisors
Connecticut
– -$207K -9,098 Closed
WI
1188
Wedgewood Investors
Pennsylvania
– -$206K -9,074 Closed
TFS
1189
Thoroughbred Financial Services
Tennessee
– -$204K -9,030 Closed
DAC
1190
Dividend Assets Capital
South Carolina
– -$204K -9,000 Closed
RWA
1191
River Wealth Advisors
Pennsylvania
– -$204K -8,988 Closed
AGC
1192
Aspen Grove Capital
Colorado
– -$203K -8,930 Closed
NFA
1193
Northwest Financial Advisors
Virginia
– -$201K -8,860 Closed
BCM
1194
Becker Capital Management
Oregon
– -$201K -8,845 Closed
EF
1195
Empowered Funds
Pennsylvania
– -$153K -6,723 Closed
Group One Trading
1196
Group One Trading
Illinois
– -$139K -6,134 Closed
CCP
1197
Clarkston Capital Partners
Michigan
– -$133K -5,862 Closed
WWA
1198
Wingate Wealth Advisors
Massachusetts
– -$96.2K -4,236 Closed
FLP
1199
Financial Life Planners
Arizona
– -$93.9K -4,139 Closed
CFGS
1200
Concourse Financial Group Securities
Alabama
– -$84.2K -3,576 Closed
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