SCHB icon

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 %
EFG
201
Embree Financial Group
Illinois
$7.55M -$184K -8,526 -2%
MSS
202
Mitchell Sinkler & Starr
Pennsylvania
$7.47M +$16.7K +775 +0.2%
MSFS
203
Main Street Financial Solutions
Pennsylvania
$7.45M +$384K +17,836 +5%
JPLA
204
Joseph P. Lucia & Associates
New York
$7.44M +$182K +8,450 +3%
AIP
205
Almanack Investment Partners
Pennsylvania
$7.44M -$4.93M -228,917 -40%
BCM
206
Brookstone Capital Management
Illinois
$7.38M +$2.97M +137,755 +67%
EI
207
Ellevest Inc
New York
$7.36M -$6.3M -292,827 -46%
FWM
208
FFT Wealth Management
Pennsylvania
$7.36M -$2.31M -107,155 -24%
JFG
209
JMG Financial Group
Illinois
$7.32M -$51.6K -2,397 -0.7%
FA
210
Fagan Associates
New York
$7.16M +$263K +12,230 +4%
DI
211
Disciplined Investors
Texas
$7.16M -$96.1K -4,465 -1%
CFMC
212
Curbstone Financial Management Corp
New Hampshire
$7.08M +$33.4K +1,550 +0.5%
OFG
213
Orcam Financial Group
California
$7.02M -$62.6K -2,908 -0.9%
VFIC
214
Valley Forge Investment Consultants
Pennsylvania
$6.99M -$57.2K -2,656 -0.8%
JIC
215
Johnson Investment Counsel
Ohio
$6.91M -$535K -24,844 -7%
JWA
216
JFS Wealth Advisors
Pennsylvania
$6.87M -$21.1K -979 -0.3%
WKWM
217
Walter & Keenan Wealth Management
Indiana
$6.83M +$12.6K +586 +0.2%
NIA
218
NBZ Investment Advisors
Tennessee
$6.79M -$257K -11,939 -4%
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
$6.64M -$62.5K -2,904 -0.9%
SSWM
220
Sheets Smith Wealth Management
North Carolina
$6.59M -$1.72M -80,087 -21%
BIP
221
Blueprint Investment Partners
North Carolina
$6.59M -$1.58M -73,227 -19%
ICM
222
Islay Capital Management
Texas
$6.52M -$1.06M -49,069 -14%
William Blair & Company
223
William Blair & Company
Illinois
$6.45M +$304K +14,099 +5%
CFO
224
CVA Family Office
Colorado
$6.35M -$82K -3,810 -1%
AIM
225
AHL Investment Management
Florida
$6.34M +$188K +8,747 +3%
7 8
9
10 11