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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
15.91%
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 %
BIM
101
Breakwater Investment Management
Washington
$22.3M -$243K -10,209 -1%
SFG
102
Socha Financial Group
New York
$22.2M -$54.1M -2,271,625 -71%
PAYA
103
Phil A. Younker & Associates
Alaska
$22M -$1.91M -80,051 -8%
TWM
104
Tanglewood Wealth Management
Texas
$22M +$5.89M +247,300 +37%
HI
105
Harbour Investments
Wisconsin
$22M +$719K +30,182 +3%
GLR
106
Great Lakes Retirement
Ohio
$21.4M +$251K +10,535 +1%
VCP
107
Vista Capital Partners
Oregon
$21.2M +$8.72M +365,760 +70%
MWP
108
Meridian Wealth Partners
Pennsylvania
$21M +$636K +26,686 +3%
DW
109
Dodds Wealth
Colorado
$20.9M +$388K +16,274 +2%
CHJWM
110
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.9M -$198K -8,087 -0.9%
SNWA
111
Siligmueller & Norvid Wealth Advisors
Illinois
$20.9M +$862K +35,768 +4%
WC
112
Wynn Capital
Georgia
$20.7M +$83.9K +3,522 +0.4%
UCFA
113
United Capital Financial Advisors
Texas
$20.6M -$658K -27,601 -3%
SI
114
Stonekeep Investments
New Mexico
$20.5M +$86.1K +3,615 +0.4%
SF
115
Schaeffer Financial
Maryland
$20.5M +$389K +16,314 +2%
IAS
116
IMA Advisory Services
Colorado
$20.3M +$586K +24,571 +3%
AWM
117
Avior Wealth Management
Nebraska
$20.1M -$4M -167,679 -17%
CCA
118
Cobblestone Capital Advisors
New York
$19.6M -$350K -14,707 -2%
TWM
119
Tradition Wealth Management
Minnesota
$19.4M +$211K +8,856 +1%
AssetMark Inc
120
AssetMark Inc
California
$19M +$16M +671,862 +530%
Lido Advisors
121
Lido Advisors
California
$18.8M +$734K +30,797 +4%
LW
122
Libra Wealth
California
$18.1M +$4.12M +172,834 +29%
RBC
123
Roble Belko & Company
Pennsylvania
$18.1M -$13.1K -550 -0.1%
MAS
124
Madden Advisory Services
Florida
$18.1M -$490K -20,556 -3%
CBA
125
Coastal Bridge Advisors
Connecticut
$17.9M -$279K -11,701 -2%
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5
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