SCHB icon

Schwab US Broad Market ETF

1,193 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 106 funds opening new positions, 488 increasing their positions, 423 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.7M
Puts
$9.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Passive Capital Management
Maryland
$12.9M
WAM
152
Weinberger Asset Management
California
$12.7M
TA
153
TPG Advisors
Illinois
$12.5M
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$12.4M
SIG
155
Spinnaker Investment Group
California
$12.4M
PF
156
Prosperitas Financial
California
$12.3M
IA
157
IFP Advisors
Florida
$12.3M
SFA
158
Sequoia Financial Advisors
Ohio
$12.3M
MWP
159
Madison Wealth Partners
Wisconsin
$12.3M
WPC
160
Wedmont Private Capital
Pennsylvania
$12.3M
LIM
161
Leavell Investment Management
Alabama
$12.2M
AQR Capital Management
162
AQR Capital Management
Connecticut
$12.1M
Empower Advisory Group
163
Empower Advisory Group
Colorado
$12.1M
MWM
164
Meridian Wealth Management
Kentucky
$11.5M
HW
165
HORAN Wealth
Ohio
$11.5M
MWA
166
Motive Wealth Advisors
Michigan
$11.4M
DBRC
167
D.B. Root & Company
Pennsylvania
$11.4M
TA
168
TruWealth Advisors
Louisiana
$11.3M
VWA
169
VSM Wealth Advisory
Maryland
$11.2M
EFG
170
Everhart Financial Group
Ohio
$11.1M
Ameriprise
171
Ameriprise
Minnesota
$10.9M
BWL
172
Beacon Wealthcare LLC
North Carolina
$10.8M
PFM
173
Peak Financial Management
Massachusetts
$10.8M
Charles Schwab
174
Charles Schwab
California
$10.8M
BF
175
Brooklyn FI
New York
$10.8M