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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 %
MFGP
126
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.6M 739,052 -68,415 -8%
JJBC
127
James J. Burns & Company
New York
$16.8M 704,368 -14,824 -2%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$16.5M 691,716 +47,749 +7%
FFN
129
Focus Financial Network
Minnesota
$16.4M 688,588 -245,935 -26%
ECM
130
Elgethun Capital Management
South Dakota
$15.8M 661,901 -21,997 -3%
PP
131
PrairieView Partners
Minnesota
$15.6M 652,952 +28,363 +5%
Osaic Holdings
132
Osaic Holdings
Arizona
$15.3M 658,944 -28,138 -4%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$15.1M 635,212 +47,282 +8%
AFG
134
Atomi Financial Group
New York
$15M 629,376 +82,895 +15%
LPAM
135
Lodestar Private Asset Management
California
$14.9M 624,863 -4,176 -0.7%
CKAIS
136
Christensen King & Associates Investment Services
Washington
$14.9M 624,335 -16,448 -3%
RWIA
137
Roger Wittlin Investment Advisory
California
$14.8M 620,688 +767 +0.1%
BBPWM
138
Blue Bell Private Wealth Management
Pennsylvania
$14.8M 619,457 -3,933 -0.6%
OAJ
139
Ogorek Anthony Joseph
New York
$14.4M 604,777 -303,526 -33%
VAS
140
Valicenti Advisory Services
New York
$14.2M 595,867 +1,001 +0.2%
BIP
141
Blue Investment Partners
California
$13.9M 583,483 -3,528 -0.6%
SWM
142
SigFig Wealth Management
California
$13.9M 584,815 +15,904 +3%
Stifel Financial
143
Stifel Financial
Missouri
$13.9M 581,544 -247,892 -30%
MFG
144
MidWestOne Financial Group
Iowa
$13.8M 580,237 +580,237 New
MIA
145
Milestone Investment Advisors
Wisconsin
$13.6M 570,127 -15,102 -3%
ZF
146
Zhang Financial
Michigan
$13.5M 568,259 +76,612 +16%
OWM
147
Opes Wealth Management
California
$13.3M 559,877 +20,631 +4%
BDFN
148
Bond & Devick Financial Network
Minnesota
$13M 543,808 +17,204 +3%
PCM
149
Passive Capital Management
Maryland
$12.9M 540,099 -5,765 -1%
WAM
150
Weinberger Asset Management
California
$12.7M 532,427 -8,440 -2%
4 5
6
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