Schwab US Broad Market ETF
SCHB
1,209 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 107 funds opening new positions, 496 increasing their positions, 425 reducing their positions, and 45 closing their positions.
321% more call options, than puts
Call options by funds: $39.7M | Put options by funds: $9.44M
138% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 45
17% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 425
10% more capital invested
Capital invested by funds: $10.2B → $11.2B (+$1B)
5% more funds holding in top 10
Funds holding in top 10: 131 → 137 (+6)
3.92% more ownership
Funds ownership: 33.32% → 37.24% (+3.9%)
3% more funds holding
Funds holding: 1,170 → 1,209 (+39)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$1.37B |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
+$122M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32.5M |
| 4 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
+$28.7M |
| 5 |
R
Rebalance
Palo Alto,
California
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Socha Financial Group
Corning,
New York
|
-$50M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$45.5M |
| 3 |
CMAI
Capital Management Associates Inc
Minneapolis,
Minnesota
|
-$38.6M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$18.3M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$12.4M |
SCHB Hedge Fund Activity: Q2 2025 in Review
1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2025, worth a combined $11.2B — up 9.8% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new SCHB positions and 45 closed out — a net gain of 62 holders — while 496 added to existing stakes and 425 trimmed.
The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.37B. The largest seller was Socha Financial Group, cutting an estimated $50M.
- 1,209 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2025, up from 1,170 in Q1 2025.
- Funds reported $11.2B of Schwab US Broad Market ETF stock for Q2 2025, up 9.8% quarter-over-quarter.
- 107 funds opened new Schwab US Broad Market ETF positions in Q2 2025 and 45 closed out, a net change of +62 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2025 was Gallagher Fiduciary Advisors, an estimated $1.37B added.
- The largest Schwab US Broad Market ETF seller in Q2 2025 was Socha Financial Group, an estimated $50M sold.
Based on aggregated 13F filings for Q2 2025.