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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 %
SFG
101
Socha Financial Group
New York
$22.2M 931,488 -2,271,625 -71%
PAYA
102
Phil A. Younker & Associates
Alaska
$22M 924,085 -80,051 -8%
TWM
103
Tanglewood Wealth Management
Texas
$22M 922,238 +247,300 +37%
HI
104
Harbour Investments
Wisconsin
$22M 922,179 +30,182 +3%
GLR
105
Great Lakes Retirement
Ohio
$21.4M 898,858 +10,535 +1%
VCP
106
Vista Capital Partners
Oregon
$21.2M 888,459 +365,760 +70%
MWP
107
Meridian Wealth Partners
Pennsylvania
$21M 881,493 +26,686 +3%
DW
108
Dodds Wealth
Colorado
$20.9M 876,957 +16,274 +2%
CHJWM
109
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.9M 853,493 -8,087 -0.9%
SNWA
110
Siligmueller & Norvid Wealth Advisors
Illinois
$20.9M 865,959 +35,768 +4%
WC
111
Wynn Capital
Georgia
$20.7M 870,588 +3,522 +0.4%
UCFA
112
United Capital Financial Advisors
Texas
$20.6M 863,248 -27,601 -3%
SI
113
Stonekeep Investments
New Mexico
$20.5M 862,130 +3,615 +0.4%
SF
114
Schaeffer Financial
Maryland
$20.5M 858,887 +16,314 +2%
IAS
115
IMA Advisory Services
Colorado
$20.3M 852,181 +24,571 +3%
AWM
116
Avior Wealth Management
Nebraska
$20.1M 844,089 -167,679 -17%
CCA
117
Cobblestone Capital Advisors
New York
$19.6M 821,814 -14,707 -2%
TWM
118
Tradition Wealth Management
Minnesota
$19.4M 814,190 +8,856 +1%
AssetMark Inc
119
AssetMark Inc
California
$19M 798,594 +671,862 +530%
Lido Advisors
120
Lido Advisors
California
$18.8M 790,976 +30,797 +4%
LW
121
Libra Wealth
California
$18.1M 761,428 +172,834 +29%
RBC
122
Roble Belko & Company
Pennsylvania
$18.1M 761,312 -550 -0.1%
MAS
123
Madden Advisory Services
Florida
$18.1M 757,992 -20,556 -3%
CBA
124
Coastal Bridge Advisors
Connecticut
$17.9M 751,990 -11,701 -2%
AA
125
Ashford Advisors
New York
$17.8M 745,544 – –
3 4
5
6 7