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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
15.9%
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
+$132M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M
3
HWA
HHM Wealth Advisors
Tennessee
+$31.1M
4
R
Rebalance
California
+$28.8M
5
QCM
Quantinno Capital Management
New York
+$26.6M

Top Sellers

1
SFG
Socha Financial Group
New York
-$54.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$49.2M
3
CMAI
Capital Management Associates Inc
Minnesota
-$41.8M
4
Charles Schwab
Charles Schwab
California
-$19.8M
5
HCM
Hengehold Capital Management
Ohio
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Ashford Advisors
New York
$17.8M – – –
MFGP
127
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.6M -$1.63M -68,415 -8%
JJBC
128
James J. Burns & Company
New York
$16.8M -$353K -14,824 -2%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$16.5M +$1.14M +47,749 +7%
FFN
130
Focus Financial Network
Minnesota
$16.4M -$5.86M -245,935 -26%
ECM
131
Elgethun Capital Management
South Dakota
$15.8M -$524K -21,997 -3%
PP
132
PrairieView Partners
Minnesota
$15.6M +$676K +28,363 +5%
Osaic Holdings
133
Osaic Holdings
Arizona
$15.3M -$655K -28,138 -4%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$15.1M +$1.13M +47,282 +8%
AFG
135
Atomi Financial Group
New York
$15M +$1.98M +82,895 +15%
LPAM
136
Lodestar Private Asset Management
California
$14.9M -$99.5K -4,176 -0.7%
CKAIS
137
Christensen King & Associates Investment Services
Washington
$14.9M -$392K -16,448 -3%
RWIA
138
Roger Wittlin Investment Advisory
California
$14.8M +$18.3K +767 +0.1%
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$14.8M -$93.7K -3,933 -0.6%
OAJ
140
Ogorek Anthony Joseph
New York
$14.4M -$7.23M -303,526 -33%
VAS
141
Valicenti Advisory Services
New York
$14.2M +$23.9K +1,001 +0.2%
BIP
142
Blue Investment Partners
California
$13.9M -$84.1K -3,528 -0.6%
SWM
143
SigFig Wealth Management
California
$13.9M +$377K +15,904 +3%
Stifel Financial
144
Stifel Financial
Missouri
$13.9M -$5.91M -247,892 -30%
MFG
145
MidWestOne Financial Group
Iowa
$13.8M +$13.8M +580,237 New
MIA
146
Milestone Investment Advisors
Wisconsin
$13.6M -$360K -15,102 -3%
ZF
147
Zhang Financial
Michigan
$13.5M +$1.83M +76,612 +16%
OWM
148
Opes Wealth Management
California
$13.3M +$492K +20,631 +4%
BDFN
149
Bond & Devick Financial Network
Minnesota
$13M +$410K +17,204 +3%
PCM
150
Passive Capital Management
Maryland
$12.9M -$137K -5,765 -1%
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