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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
+$132M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M
3
HWA
HHM Wealth Advisors
Tennessee
+$31.1M
4
R
Rebalance
California
+$28.8M
5
QCM
Quantinno Capital Management
New York
+$26.6M

Top Sellers

1
SFG
Socha Financial Group
New York
-$54.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$49.2M
3
CMAI
Capital Management Associates Inc
Minnesota
-$41.8M
4
Charles Schwab
Charles Schwab
California
-$19.8M
5
HCM
Hengehold Capital Management
Ohio
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
NewEdge Advisors
Louisiana
$10.6M -$44.6K -1,872 -0.4%
TFF
177
The Family Firm
Maryland
$10.5M +$303K +12,732 +3%
AWMG
178
Alliance Wealth Management Group
New Jersey
$10.2M +$404K +16,952 +4%
TCM
179
Towercrest Capital Management
Pennsylvania
$10.2M +$404K +16,952 +4%
DKCM
180
Davidson Kahn Capital Management
California
$10.1M +$1.1M +46,149 +12%
SF
181
Summit Financial
New Jersey
$10M +$4.37M +183,584 +77%
LCM
182
Liberty Capital Management
Michigan
$9.92M +$200K +8,381 +2%
GVAG
183
Great Valley Advisor Group
Delaware
$9.9M -$6.05M -253,679 -38%
PCIA
184
Prime Capital Investment Advisors
Kansas
$9.86M -$274K -11,481 -3%
AA
185
Apriem Advisors
California
$9.83M -$99.1K -4,158 -1%
FOA
186
Five Oceans Advisors
California
$9.78M -$9.53K -400 -0.1%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$9.56M -$60.4K -2,536 -0.6%
CAM
188
Cresset Asset Management
Illinois
$9.51M -$310K -13,011 -3%
MGIA
189
Moneta Group Investment Advisors
Missouri
$9.35M +$769K +32,255 +9%
SA
190
SRH Advisors
Kansas
$9.24M +$381 +16 +0%
JIC
191
Johnson Investment Counsel
Ohio
$9.23M +$1.58M +66,234 +21%
FT
192
Fiduciary Trust
Massachusetts
$9.19M +$128K +5,384 +1%
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$8.8M -$3.01M -126,429 -25%
WFP
194
Wrenne Financial Planning
Kentucky
$8.68M +$2.64M +110,612 +44%
RIM
195
Rockbridge Investment Management
New York
$8.56M -$50.8K -2,131 -0.6%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$8.44M +$4.67M +195,845 +124%
AllianceBernstein
197
AllianceBernstein
Tennessee
$8.4M -$57.5K -2,411 -0.7%
EFG
198
Embree Financial Group
Illinois
$8.23M -$120K -5,039 -1%
Northern Trust
199
Northern Trust
Illinois
$8.21M +$2.16M +90,522 +36%
BCM
200
Brookstone Capital Management
Illinois
$8.16M -$14.4K -606 -0.2%
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