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Schwab US Broad Market ETF

1,170 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 79 funds opening new positions, 462 increasing their positions, 428 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $9.7M

34% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 59

8% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 428

0.24% more ownership

Funds ownership: 33.08%33.32% (+0.24%)

1% less funds holding

Funds holding: 1,1781,170 (-8)

5% less funds holding in top 10

Funds holding in top 10: 138131 (-7)

27% less capital invested

Capital invested by funds: $14.1B → $10.2B (-$3.85B)

Holders
1,170
Holders Change
-8
Holders Change %
-0.68%
% of All Funds
15.69%
Holding in Top 10
131
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.07%
% of All Funds
1.76%
New
79
Increased
462
Reduced
428
Closed
59
Calls
$34.7M
Puts
$9.7M
Net Calls
+$25M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$16.4M -$766K -33,690 -4%
CBA
127
Coastal Bridge Advisors
Connecticut
$16.3M +$17.4M +763,691 New
AA
128
Ashford Advisors
New York
$16.1M -$300K -13,204 -2%
DCM
129
Davis Capital Management
Florida
$15.6M +$840K +36,906 +5%
JJBC
130
James J. Burns & Company
New York
$15.5M -$432K -19,010 -3%
Osaic Holdings
131
Osaic Holdings
Arizona
$14.8M +$739K +32,472 +5%
ECM
132
Elgethun Capital Management
South Dakota
$14.7M -$591K -25,967 -4%
TWM
133
Tanglewood Wealth Management
Texas
$14.5M -$1.66M -72,754 -10%
Corient Private Wealth
134
Corient Private Wealth
Florida
$14.5M -$811K -35,644 -5%
GVAG
135
Great Valley Advisor Group
Delaware
$14.4M -$866K -38,091 -5%
CKAIS
136
Christensen King & Associates Investment Services
Washington
$14.3M -$421K -18,490 -3%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$13.9M +$1.14M +50,141 +8%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$13.7M +$6.42M +282,052 +79%
LPAM
139
Lodestar Private Asset Management
California
$13.5M -$252K -11,093 -2%
PP
140
PrairieView Partners
Minnesota
$13.4M -$585K -25,698 -4%
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$13.4M -$107K -4,696 -0.7%
RWIA
142
Roger Wittlin Investment Advisory
California
$13.3M -$101K -4,429 -0.7%
IDA
143
Intelligence Driven Advisers
California
$13.1M +$1.71M +75,172 +14%
PF
144
Prosperitas Financial
California
$13M +$1.83M +80,596 +15%
VAS
145
Valicenti Advisory Services
New York
$12.8M +$578K +25,421 +4%
LW
146
Libra Wealth
California
$12.7M -$152K -6,692 -1%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$12.7M +$622K +27,325 +5%
BIP
148
Blue Investment Partners
California
$12.6M +$367K +16,114 +3%
MIA
149
Milestone Investment Advisors
Wisconsin
$12.6M -$273K -11,992 -2%
Empower Advisory Group
150
Empower Advisory Group
Colorado
$12.5M -$98.1M -4,310,296 -88%

SCHB Hedge Fund Activity: Q1 2025 in Review

1,170 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2025, worth a combined $10.2B — down 27% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHB positions and 59 closed out — a net gain of 20 holders — while 462 added to existing stakes and 428 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $61.5M. The largest seller was Empower Advisory Group, cutting an estimated $98.1M.

  • 1,170 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2025, down from 1,178 in Q4 2024.
  • Funds reported $10.2B of Schwab US Broad Market ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 79 funds opened new Schwab US Broad Market ETF positions in Q1 2025 and 59 closed out, a net change of +20 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $61.5M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2025 was Empower Advisory Group, an estimated $98.1M sold.

Based on aggregated 13F filings for Q1 2025.