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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 %
WPW
176
Waldron Private Wealth
Pennsylvania
$9.69M – – –
NA
177
NewEdge Advisors
Louisiana
$9.65M +$453K +21,048 +5%
PRS
178
Pinkerton Retirement Specialists
Idaho
$9.48M -$2.33M -108,117 -20%
PFM
179
Peak Financial Management
Massachusetts
$9.45M +$119K +5,529 +1%
Ameriprise
180
Ameriprise
Minnesota
$9.39M -$142K -6,612 -1%
TFF
181
The Family Firm
Maryland
$9.24M -$5.77M -268,198 -38%
PCIA
182
Prime Capital Investment Advisors
Kansas
$9.16M +$81.7K +3,797 +0.9%
AA
183
Apriem Advisors
California
$8.97M -$5.66K -263 -0.1%
CAM
184
Cresset Asset Management
Illinois
$8.87M +$2.46M +114,198 +38%
TCM
185
Towercrest Capital Management
Pennsylvania
$8.86M -$347K -16,113 -4%
AWMG
186
Alliance Wealth Management Group
New Jersey
$8.86M -$342K -15,892 -4%
FOA
187
Five Oceans Advisors
California
$8.84M -$77.8K -3,612 -0.9%
SWM
188
SigFig Wealth Management
California
$8.83M +$629K +40,553 +8%
LCM
189
Liberty Capital Management
Michigan
$8.78M +$647K +30,058 +8%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$8.69M +$942K +43,756 +12%
AC
191
AlphaCore Capital
California
$8.54M +$8.54M +396,791 New
SA
192
SRH Advisors
Kansas
$8.35M +$136K +6,294 +2%
FT
193
Fiduciary Trust
Massachusetts
$8.19M +$362K +16,829 +5%
DKCM
194
Davidson Kahn Capital Management
California
$8.13M +$1.67M +77,634 +26%
OFS
195
OneAscent Financial Services
Alabama
$8.06M +$4.27M +198,100 +112%
SHJ
196
Sharkey, Howes & Javer
Colorado
$7.86M -$99.4K -4,619 -1%
RF
197
RHS Financial
California
$7.78M -$554K -25,745 -7%
RIM
198
Rockbridge Investment Management
New York
$7.78M -$73.1K -3,396 -0.9%
MGIA
199
Moneta Group Investment Advisors
Missouri
$7.75M -$131K -6,071 -2%
AllianceBernstein
200
AllianceBernstein
Tennessee
$7.64M +$1.65M +76,441 +27%
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