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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 %
DF
1201
Dunhill Financial
United Kingdom
– – -23,543 Closed
HA
1202
Hanover Advisors
South Carolina
– – -23,061 Closed
NA
1203
Novus Advisors
South Carolina
– – -19,824 Closed
NL
1204
NWAM LLC
Washington
– – -18,955 Closed
FTUS
1205
Flow Traders U.S.
New York
– – -15,743 Closed
EFG
1206
Ehrlich Financial Group
California
– – -15,270 Closed
HIC
1207
Hartline Investment Corp
Illinois
– – -14,820 Closed
SSA
1208
Sierra Summit Advisors
Nevada
– – -14,085 Closed
BOC
1209
Blue Oak Capital
California
– – -13,220 Closed
OC
1210
Oppenheimer & Co
New York
– – -13,107 Closed
CCM
1211
Ciovacco Capital Management
Georgia
– – -12,676 Closed
RI
1212
Rinkey Investments
California
– – -12,594 Closed
VCM
1213
Virtue Capital Management
Tennessee
– – -12,227 Closed
LFAS
1214
Level Four Advisory Services
Texas
– – -11,348 Closed
SXL
1215
Summit X LLC
Missouri
– – -9,930 Closed
CA
1216
Continuum Advisory
Idaho
– – -8,412 Closed
CWC
1217
Carolinas Wealth Consulting
North Carolina
– – -5,942 Closed
AG
1218
AmeriFlex Group
Nevada
– – -5,175 Closed
3IP
1219
3Chopt Investment Partners
Virginia
– – -2,454 Closed
GFPC
1220
Global Financial Private Client
Florida
– – -1,332 Closed
WAG
1221
Wiser Advisor Group
Arizona
– – -1,179 Closed
AGWCA
1222
Annis Gardner Whiting Capital Advisors
Florida
– – -1,164 Closed
SIM
1223
Studio Investment Management
Illinois
– – -1,092 Closed
SIM
1224
Synergy Investment Management
Florida
– – -963 Closed
WT
1225
Washington Trust
Rhode Island
– – -564 Closed
46 47 48
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