SCHB icon

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 %
BA
201
Brightwater Advisory
Florida
$8.15M +$2.14M +90,006 +36%
FA
202
Fagan Associates
New York
$8.15M +$217K +9,103 +3%
FWM
203
FFT Wealth Management
Pennsylvania
$7.93M -$398K -16,318 -5%
JFG
204
JMG Financial Group
Illinois
$7.93M -$168K -7,054 -2%
DI
205
Disciplined Investors
Texas
$7.91M -$19.6K -822 -0.2%
VFIC
206
Valley Forge Investment Consultants
Pennsylvania
$7.9M +$170K +7,133 +2%
MSS
207
Mitchell Sinkler & Starr
Pennsylvania
$7.81M -$461K -19,355 -6%
JPLA
208
Joseph P. Lucia & Associates
New York
$7.8M -$437K -18,342 -5%
BI
209
Ballast Inc
Kentucky
$7.8M +$7.8M +327,350 New
OFG
210
Orcam Financial Group
California
$7.79M +$21.4K +899 +0.3%
CFMC
211
Curbstone Financial Management Corp
New Hampshire
$7.76M -$77.4K -3,250 -1%
SHJ
212
Sharkey, Howes & Javer
Colorado
$7.72M -$983K -41,258 -11%
RF
213
RHS Financial
California
$7.67M -$947K -39,744 -11%
MSFS
214
Main Street Financial Solutions
Pennsylvania
$7.64M -$604K -25,347 -7%
WKWM
215
Walter & Keenan Wealth Management
Indiana
$7.57M +$2.55K +107 +0%
NIA
216
NBZ Investment Advisors
Tennessee
$7.48M -$41.8K -1,756 -0.6%
CFO
217
CVA Family Office
Colorado
$7.24M +$214K +8,973 +3%
SSWM
218
Sheets Smith Wealth Management
North Carolina
$7.2M -$96.1K -4,033 -1%
JWA
219
JFS Wealth Advisors
Pennsylvania
$7.11M -$500K -20,974 -7%
CP
220
Creekside Partners
California
$7.1M +$738K +30,953 +12%
William Blair & Company
221
William Blair & Company
Illinois
$7.08M -$58.3K -2,448 -0.8%
AIM
222
AHL Investment Management
Florida
$6.97M -$50K -2,098 -0.7%
VA
223
Valmark Advisers
Ohio
$6.93M +$51.3K +2,151 +0.7%
MA
224
Mutual Advisors
Nebraska
$6.75M +$1.01M +41,145 +18%
MWM
225
Modern Wealth Management
Kansas
$6.65M +$621K +26,056 +10%
7 8
9
10 11