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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
$142M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$50.1M
3
HWA
HHM Wealth Advisors
Tennessee
$130M
4
R
Rebalance
California
$314M
5
QCM
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.34B
3
CMAI
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
Charles Schwab
California
$10.8M
5
HCM
Hengehold Capital Management
Ohio
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
1201
Goodman Financial
Texas
– -$558K -25,935 Closed
TSS
1202
Two Sigma Securities
New York
– -$552K -25,651 Closed
DF
1203
Dunhill Financial
United Kingdom
– -$507K -23,543 Closed
HA
1204
Hanover Advisors
South Carolina
– -$497K -23,061 Closed
NA
1205
Novus Advisors
South Carolina
– -$427K -19,824 Closed
NL
1206
NWAM LLC
Washington
– -$408K -18,955 Closed
FTUS
1207
Flow Traders U.S.
New York
– -$339K -15,743 Closed
EFG
1208
Ehrlich Financial Group
California
– -$329K -15,270 Closed
HIC
1209
Hartline Investment Corp
Illinois
– -$319K -14,820 Closed
SSA
1210
Sierra Summit Advisors
Nevada
– -$303K -14,085 Closed
BOC
1211
Blue Oak Capital
California
– -$285K -13,220 Closed
OC
1212
Oppenheimer & Co
New York
– -$282K -13,107 Closed
CCM
1213
Ciovacco Capital Management
Georgia
– -$273K -12,676 Closed
RI
1214
Rinkey Investments
California
– -$271K -12,594 Closed
VCM
1215
Virtue Capital Management
Tennessee
– -$263K -12,227 Closed
LFAS
1216
Level Four Advisory Services
Texas
– -$244K -11,348 Closed
SXL
1217
Summit X LLC
Missouri
– -$214K -9,930 Closed
CA
1218
Continuum Advisory
Idaho
– -$181K -8,412 Closed
CWC
1219
Carolinas Wealth Consulting
North Carolina
– -$128K -5,942 Closed
AG
1220
AmeriFlex Group
Nevada
– -$111K -5,175 Closed
3IP
1221
3Chopt Investment Partners
Virginia
– -$52.8K -2,454 Closed
GFPC
1222
Global Financial Private Client
Florida
– -$28.7K -1,332 Closed
WAG
1223
Wiser Advisor Group
Arizona
– -$25.4K -1,179 Closed
AGWCA
1224
Annis Gardner Whiting Capital Advisors
Florida
– -$25.1K -1,164 Closed
SIM
1225
Studio Investment Management
Illinois
– -$23.5K -1,092 Closed
46 47 48
49
50