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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.

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

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
$12.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$38.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.26B
4
WCM
Weaver Capital Management
Georgia
$0
5
FSA
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
126
Coastal Bridge Advisors
Connecticut
$16.3M +$16.3M +763,691 New
AA
127
Ashford Advisors
New York
$16.1M -$284K -13,204 -2%
DCM
128
Davis Capital Management
Florida
$15.6M +$795K +36,906 +5%
JJBC
129
James J. Burns & Company
New York
$15.5M -$409K -19,010 -3%
Osaic Holdings
130
Osaic Holdings
Arizona
$14.8M +$699K +32,472 +5%
ECM
131
Elgethun Capital Management
South Dakota
$14.7M -$559K -25,967 -4%
TWM
132
Tanglewood Wealth Management
Texas
$14.5M -$1.57M -72,754 -10%
Corient Private Wealth
133
Corient Private Wealth
Florida
$14.5M -$767K -35,644 -5%
GVAG
134
Great Valley Advisor Group
Delaware
$14.4M -$820K -38,091 -5%
CKAIS
135
Christensen King & Associates Investment Services
Washington
$14.3M -$412K -18,490 -3%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$13.9M +$1.08M +50,141 +8%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$13.7M +$6.05M +282,052 +79%
LPAM
138
Lodestar Private Asset Management
California
$13.5M -$239K -11,093 -2%
PP
139
PrairieView Partners
Minnesota
$13.4M -$553K -25,698 -4%
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$13.4M -$101K -4,696 -0.7%
RWIA
141
Roger Wittlin Investment Advisory
California
$13.3M -$95.4K -4,429 -0.7%
IDA
142
Intelligence Driven Advisers
California
$13.1M +$1.62M +75,172 +14%
PF
143
Prosperitas Financial
California
$13M +$1.74M +80,596 +15%
VAS
144
Valicenti Advisory Services
New York
$12.8M +$547K +25,421 +4%
LW
145
Libra Wealth
California
$12.7M -$144K -6,692 -1%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$12.7M +$588K +27,325 +5%
BIP
147
Blue Investment Partners
California
$12.6M +$347K +16,114 +3%
MIA
148
Milestone Investment Advisors
Wisconsin
$12.6M -$258K -11,992 -2%
Empower Advisory Group
149
Empower Advisory Group
Colorado
$12.5M -$92.8M -4,310,296 -88%
SIG
150
Spinnaker Investment Group
California
$12.3M -$107K -4,971 -0.9%
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