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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.

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
1
Gallagher Fiduciary Advisors
Illinois
$58.2M
2
KAS
2
Kestra Advisory Services
Texas
$47.4M
3
CMAI
3
Capital Management Associates Inc
Minnesota
$75.9M
4
SCM
4
SCS Capital Management
Massachusetts
$256M
5
WA
5
Waverly Advisors
Alabama
$58.9M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$12.5M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$38.3M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.26B
4
WCM
4
Weaver Capital Management
Georgia
$0
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
101
Strategic Financial Planning
Texas
$20.5M 950,892 +2,646 +0.3%
BIM
102
Breakwater Investment Management
Washington
$20.4M 946,272 +888 +0.1%
FFN
103
Focus Financial Network
Minnesota
$20.1M 934,523 +33,700 +4%
OAJ
104
Ogorek Anthony Joseph
New York
$19.6M 908,303 -40,131 -4%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$19.4M 902,457 +68,625 +8%
CPIG
106
Chicago Partners Investment Group
Illinois
$19.4M 898,662 +333,832 +59%
HI
107
Harbour Investments
Wisconsin
$19.2M 891,997 +6,063 +0.7%
UCFA
108
United Capital Financial Advisors
Texas
$19.2M 890,849 -16,911 -2%
GLR
109
Great Lakes Retirement
Ohio
$19.1M 888,323 +416 +0%
WC
110
Wynn Capital
Georgia
$18.7M 867,066 -5,173 -0.6%
DW
111
Dodds Wealth
Colorado
$18.5M 860,683 +108,673 +14%
SI
112
Stonekeep Investments
New Mexico
$18.5M 858,515 +64,125 +8%
MWP
113
Meridian Wealth Partners
Pennsylvania
$18.4M 854,807 -22,634 -3%
SF
114
Schaeffer Financial
Maryland
$18.1M 842,573 -16,539 -2%
CCA
115
Cobblestone Capital Advisors
New York
$18M 836,521 -69,924 -8%
SNWA
116
Siligmueller & Norvid Wealth Advisors
Illinois
$17.9M 830,191 +1,525 +0.2%
Stifel Financial
117
Stifel Financial
Missouri
$17.9M 829,436 +196,845 +31%
IAS
118
IMA Advisory Services
Colorado
$17.8M 827,610 +7,878 +1%
CHJWM
119
Carlton Hofferkamp & Jenks Wealth Management
Texas
$17.4M 861,580 -4,949 -0.6%
MFGP
120
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.4M 807,467 -6,266 -0.8%
TWM
121
Tradition Wealth Management
Minnesota
$17.3M 805,334 +4,251 +0.5%
JWS
122
Juncture Wealth Strategies
Arizona
$16.9M 785,979 -14,247 -2%
MAS
123
Madden Advisory Services
Florida
$16.8M 778,548 -2,933 -0.4%
RBC
124
Roble Belko & Company
Pennsylvania
$16.4M 761,862 +698 +0.1%
Lido Advisors
125
Lido Advisors
California
$16.4M 760,179 -33,690 -4%
3 4
5
6 7