SCHB icon

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 %
LIWM
151
Long Island Wealth Management
New York
$12M +$735K +34,132 +7%
AFG
152
Atomi Financial Group
New York
$11.8M -$3.18M -147,697 -21%
PCM
153
Passive Capital Management
Maryland
$11.8M +$143K +6,638 +1%
WAM
154
Weinberger Asset Management
California
$11.6M -$321K -14,907 -3%
OWM
155
Opes Wealth Management
California
$11.6M +$310K +14,376 +3%
SFA
156
Sequoia Financial Advisors
Ohio
$11.6M +$158K +7,361 +1%
MWP
157
Madison Wealth Partners
Wisconsin
$11.4M +$666K +30,916 +6%
BDFN
158
Bond & Devick Financial Network
Minnesota
$11.3M +$7.33M +340,441 +183%
VCP
159
Vista Capital Partners
Oregon
$11.3M -$171K -7,958 -1%
TA
160
TPG Advisors
Illinois
$11.2M +$535K +24,867 +5%
MWM
161
Meridian Wealth Management
Kentucky
$11.1M -$13.1K -607 -0.1%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$485K +22,538 +5%
LIM
163
Leavell Investment Management
Alabama
$10.9M +$40.6K +1,888 +0.4%
IA
164
IFP Advisors
Florida
$10.9M +$552K +25,637 +5%
BF
165
Brooklyn FI
New York
$10.7M +$776K +35,956 +8%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$10.7M -$855K -39,691 -7%
ZF
167
Zhang Financial
Michigan
$10.6M +$1.11M +51,417 +12%
DBRC
168
D.B. Root & Company
Pennsylvania
$10.4M +$65.2K +3,027 +0.6%
MWA
169
Motive Wealth Advisors
Michigan
$10.3M – – –
VWA
170
VSM Wealth Advisory
Maryland
$10.3M -$70.7K -3,282 -0.7%
HCA
171
Horan Capital Advisors
Ohio
$10.2M +$152K +7,081 +2%
WPC
172
Wedmont Private Capital
Pennsylvania
$10.1M +$9.87M +481,712 +4,358%
TA
173
TruWealth Advisors
Louisiana
$9.99M +$207K +9,621 +2%
BWL
174
Beacon Wealthcare LLC
North Carolina
$9.88M -$2.15K -100 -0%
EFG
175
Everhart Financial Group
Ohio
$9.84M -$25.9K -1,205 -0.3%
5 6
7
8 9