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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 %
FA
201
Fagan Associates
New York
$8.15M 341,799 +9,103 +3%
FWM
202
FFT Wealth Management
Pennsylvania
$7.93M 325,395 -16,318 -5%
JFG
203
JMG Financial Group
Illinois
$7.93M 332,891 -7,054 -2%
DI
204
Disciplined Investors
Texas
$7.91M 331,818 -822 -0.2%
VFIC
205
Valley Forge Investment Consultants
Pennsylvania
$7.9M 331,709 +7,133 +2%
MSS
206
Mitchell Sinkler & Starr
Pennsylvania
$7.81M 327,595 -19,355 -6%
JPLA
207
Joseph P. Lucia & Associates
New York
$7.8M 327,350 -18,342 -5%
BI
208
Ballast Inc
Kentucky
$7.8M 327,350 +327,350 New
OFG
209
Orcam Financial Group
California
$7.79M 326,901 +899 +0.3%
CFMC
210
Curbstone Financial Management Corp
New Hampshire
$7.76M 325,634 -3,250 -1%
SHJ
211
Sharkey, Howes & Javer
Colorado
$7.72M 323,899 -41,258 -11%
RF
212
RHS Financial
California
$7.67M 321,737 -39,744 -11%
MSFS
213
Main Street Financial Solutions
Pennsylvania
$7.64M 320,591 -25,347 -7%
WKWM
214
Walter & Keenan Wealth Management
Indiana
$7.57M 317,485 +107 +0%
NIA
215
NBZ Investment Advisors
Tennessee
$7.48M 313,715 -1,756 -0.6%
CFO
216
CVA Family Office
Colorado
$7.24M 303,855 +8,973 +3%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$7.2M 302,190 -4,033 -1%
JWA
218
JFS Wealth Advisors
Pennsylvania
$7.11M 298,171 -20,974 -7%
CP
219
Creekside Partners
California
$7.1M 298,086 +30,953 +12%
William Blair & Company
220
William Blair & Company
Illinois
$7.08M 297,226 -2,448 -0.8%
AIM
221
AHL Investment Management
Florida
$6.97M 292,296 -2,098 -0.7%
VA
222
Valmark Advisers
Ohio
$6.93M 290,911 +2,151 +0.7%
MA
223
Mutual Advisors
Nebraska
$6.75M 274,627 +41,145 +18%
MWM
224
Modern Wealth Management
Kansas
$6.65M 279,101 +26,056 +10%
EFN
225
Equita Financial Network
Pennsylvania
$6.43M 269,712 -7,249 -3%
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