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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 %
TA
151
TPG Advisors
Illinois
$12.5M 524,270 +5,988 +1%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$12.4M 519,812 +5,624 +1%
SIG
153
Spinnaker Investment Group
California
$12.4M 519,324 -51,438 -9%
PF
154
Prosperitas Financial
California
$12.3M 517,216 -86,309 -14%
IA
155
IFP Advisors
Florida
$12.3M 516,353 +10,167 +2%
SFA
156
Sequoia Financial Advisors
Ohio
$12.3M 515,890 -21,625 -4%
MWP
157
Madison Wealth Partners
Wisconsin
$12.3M 515,735 -14,708 -3%
WPC
158
Wedmont Private Capital
Pennsylvania
$12.3M 509,143 +16,377 +3%
LIM
159
Leavell Investment Management
Alabama
$12.2M 510,992 +3,750 +0.7%
AQR Capital Management
160
AQR Capital Management
Connecticut
$12.1M 509,428 +229,786 +82%
Empower Advisory Group
161
Empower Advisory Group
Colorado
$12.1M 506,851 -75,123 -13%
MWM
162
Meridian Wealth Management
Kentucky
$11.5M 483,046 -33,167 -6%
HW
163
HORAN Wealth
Ohio
$11.5M 482,739 +482,739 New
MWA
164
Motive Wealth Advisors
Michigan
$11.4M 479,748 – –
DBRC
165
D.B. Root & Company
Pennsylvania
$11.4M 478,355 -3,877 -0.8%
TA
166
TruWealth Advisors
Louisiana
$11.3M 472,490 +8,591 +2%
VWA
167
VSM Wealth Advisory
Maryland
$11.2M 469,414 -7,676 -2%
EFG
168
Everhart Financial Group
Ohio
$11.1M 464,093 +7,270 +2%
Ameriprise
169
Ameriprise
Minnesota
$10.9M 457,300 +19,939 +5%
BWL
170
Beacon Wealthcare LLC
North Carolina
$10.8M 453,641 -5,468 -1%
PFM
171
Peak Financial Management
Massachusetts
$10.8M 453,293 +14,292 +3%
Charles Schwab
172
Charles Schwab
California
$10.8M 451,611 -830,667 -65%
BF
173
Brooklyn FI
New York
$10.8M 451,216 -44,642 -9%
WPW
174
Waldron Private Wealth
Pennsylvania
$10.7M 450,000 – –
NA
175
NewEdge Advisors
Louisiana
$10.6M 446,488 -1,872 -0.4%
5 6
7
8 9