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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 %
TFF
176
The Family Firm
Maryland
$10.5M 441,861 +12,732 +3%
TCM
177
Towercrest Capital Management
Pennsylvania
$10.2M 428,601 +16,952 +4%
AWMG
178
Alliance Wealth Management Group
New Jersey
$10.2M 428,601 +16,952 +4%
DKCM
179
Davidson Kahn Capital Management
California
$10.1M 423,629 +46,149 +12%
SF
180
Summit Financial
New Jersey
$10M 421,032 +183,584 +77%
LCM
181
Liberty Capital Management
Michigan
$9.92M 416,347 +8,381 +2%
GVAG
182
Great Valley Advisor Group
Delaware
$9.9M 415,324 -253,679 -38%
PCIA
183
Prime Capital Investment Advisors
Kansas
$9.86M 413,848 -11,481 -3%
AA
184
Apriem Advisors
California
$9.83M 412,412 -4,158 -1%
FOA
185
Five Oceans Advisors
California
$9.78M 410,381 -400 -0.1%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$9.56M 401,205 -2,536 -0.6%
CAM
187
Cresset Asset Management
Illinois
$9.51M 398,870 -13,011 -3%
MGIA
188
Moneta Group Investment Advisors
Missouri
$9.35M 392,406 +32,255 +9%
SA
189
SRH Advisors
Kansas
$9.24M 387,800 +16 +0%
JIC
190
Johnson Investment Counsel
Ohio
$9.23M 387,281 +66,234 +21%
FT
191
Fiduciary Trust
Massachusetts
$9.19M 385,570 +5,384 +1%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$8.8M 369,435 -126,429 -25%
WFP
193
Wrenne Financial Planning
Kentucky
$8.68M 364,072 +110,612 +44%
RIM
194
Rockbridge Investment Management
New York
$8.56M 359,342 -2,131 -0.6%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$8.44M 354,112 +195,845 +124%
AllianceBernstein
196
AllianceBernstein
Tennessee
$8.4M 352,527 -2,411 -0.7%
EFG
197
Embree Financial Group
Illinois
$8.23M 345,529 -5,039 -1%
Northern Trust
198
Northern Trust
Illinois
$8.21M 344,343 +90,522 +36%
BCM
199
Brookstone Capital Management
Illinois
$8.16M 342,337 -606 -0.2%
BA
200
Brightwater Advisory
Florida
$8.15M 342,201 +90,006 +36%
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