SCHB icon

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
$142M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$50.1M
3
HWA
HHM Wealth Advisors
Tennessee
$130M
4
R
Rebalance
California
$314M
5
QCM
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.34B
3
CMAI
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
Charles Schwab
California
$10.8M
5
HCM
Hengehold Capital Management
Ohio
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
Weinberger Asset Management
California
$12.7M -$201K -8,440 -2%
TA
152
TPG Advisors
Illinois
$12.5M +$143K +5,988 +1%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$134K +5,624 +1%
SIG
154
Spinnaker Investment Group
California
$12.4M -$1.23M -51,438 -9%
PF
155
Prosperitas Financial
California
$12.3M -$2.06M -86,309 -14%
IA
156
IFP Advisors
Florida
$12.3M +$242K +10,167 +2%
SFA
157
Sequoia Financial Advisors
Ohio
$12.3M -$515K -21,625 -4%
MWP
158
Madison Wealth Partners
Wisconsin
$12.3M -$350K -14,708 -3%
WPC
159
Wedmont Private Capital
Pennsylvania
$12.3M +$395K +16,377 +3%
LIM
160
Leavell Investment Management
Alabama
$12.2M +$89.4K +3,750 +0.7%
AQR Capital Management
161
AQR Capital Management
Connecticut
$12.1M +$5.48M +229,786 +82%
Empower Advisory Group
162
Empower Advisory Group
Colorado
$12.1M -$1.79M -75,123 -13%
MWM
163
Meridian Wealth Management
Kentucky
$11.5M -$790K -33,167 -6%
HW
164
HORAN Wealth
Ohio
$11.5M +$11.5M +482,739 New
MWA
165
Motive Wealth Advisors
Michigan
$11.4M – – –
DBRC
166
D.B. Root & Company
Pennsylvania
$11.4M -$92.4K -3,877 -0.8%
TA
167
TruWealth Advisors
Louisiana
$11.3M +$205K +8,591 +2%
VWA
168
VSM Wealth Advisory
Maryland
$11.2M -$183K -7,676 -2%
EFG
169
Everhart Financial Group
Ohio
$11.1M +$173K +7,270 +2%
Ameriprise
170
Ameriprise
Minnesota
$10.9M +$476K +19,939 +5%
BWL
171
Beacon Wealthcare LLC
North Carolina
$10.8M -$130K -5,468 -1%
PFM
172
Peak Financial Management
Massachusetts
$10.8M +$341K +14,292 +3%
Charles Schwab
173
Charles Schwab
California
$10.8M -$19.8M -830,667 -65%
BF
174
Brooklyn FI
New York
$10.8M -$1.06M -44,642 -9%
WPW
175
Waldron Private Wealth
Pennsylvania
$10.7M – – –
5 6
7
8 9