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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,186 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
1,186
Holders Change
+29
Holders Change %
+2.51%
% of All Funds
15.9%
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 %
NRWA
1176
North Ridge Wealth Advisors
Oregon
$1.43K – – –
LFA
1177
Legend Financial Advisors
Pennsylvania
$1.43K +$1.43K +60 New
SWP
1178
Strategic Wealth Partners
Ohio
$1.14K +$1.14K +48 New
LWMI
1179
Legacy Wealth Management (Idaho)
Idaho
$1.03K -$262 -11 -20%
LIS
1180
Legacy Investment Solutions
Idaho
$1.03K +$1.03K +43 New
MAFA
1181
MJT & Associates Financial Advisory
Minnesota
$864 -$24 -1 -3%
SIS
1182
Sound Income Strategies
Florida
$715 – – –
FLFS
1183
Family Legacy Financial Solutions
North Carolina
$527 +$527 +22 New
CWM
1184
CarsonAllaria Wealth Management
Illinois
$453 +$453 +19 New
HFS
1185
Hughes Financial Services
Virginia
$415 +$49 +2 +13%
BA
1186
Bristlecone Advisors
Washington
$335 +$335 +14 New
EWA
1187
EQ Wealth Advisors
Texas
$214 – – –
IA
1188
IFS Advisors
Kansas
$41 – – –
PA
1189
PFG Advisors
Arizona
– -$5.51M -255,879 Closed
TC
1190
TownSquare Capital
Utah
– -$2.05M -95,103 Closed
KL
1191
KWMG LLC
Kansas
– -$1.45M -67,122 Closed
ARC
1192
Advisor Resource Council
Texas
– -$1.2M -60,648 Closed
WCF
1193
West Coast Financial
California
– -$1.26M -58,350 Closed
TF
1194
Tudor Financial
Ohio
– -$976K -45,340 Closed
TW
1195
Traveka Wealth
California
– -$965K -44,808 Closed
CCB
1196
Cutter & Co Brokerage
Missouri
– -$852K -39,586 Closed
AWM
1197
Altus Wealth Management
Kentucky
– -$717K -33,324 Closed
PCP
1198
Proficio Capital Partners
Massachusetts
– -$702K -32,594 Closed
HF
1199
HRT Financial
New York
– -$629K -29,260 Closed
TF
1200
TLWM Financial
Texas
– -$594K -27,608 Closed
46 47
48
49 50