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.

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
1
Gallagher Fiduciary Advisors
Illinois
$58.2M
2
KAS
2
Kestra Advisory Services
Texas
$47.4M
3
CMAI
3
Capital Management Associates Inc
Minnesota
$75.9M
4
SCM
4
SCS Capital Management
Massachusetts
$256M
5
WA
5
Waverly Advisors
Alabama
$58.9M

Top Sellers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$12.5M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$38.3M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.26B
4
WCM
4
Weaver Capital Management
Georgia
$0
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.26B 58,426,349 -1,796,603 -3%
Betterment LLC
2
Betterment LLC
New York
$371M 17,254,102 -519,518 -3%
R
3
Rebalance
California
$257M 11,949,838 +478,833 +4%
SCM
4
SCS Capital Management
Massachusetts
$256M 11,901,176 +1,697,159 +17%
EK
5
Evensky & Katz
Florida
$194M 9,020,739 -304,374 -3%
HCM
6
Hengehold Capital Management
Ohio
$194M 9,013,141 +70,735 +0.8%
SG
7
Strid Group
Pennsylvania
$185M 8,614,302 +84,076 +1%
BFG
8
Bouchey Financial Group
New York
$177M 8,238,465 +72,697 +0.9%
HighTower Advisors
9
HighTower Advisors
Illinois
$171M 7,934,598 -211,606 -3%
HWM
10
HB Wealth Management
Georgia
$139M 6,470,877 -34,791 -0.5%
HP
11
HT Partners
Connecticut
$137M 6,363,161 +309,830 +5%
HDIM
12
Hanson & Doremus Investment Management
Vermont
$135M 6,283,643 +382,272 +6%
EA
13
Evergreen Advisors
Tennessee
$135M 6,274,467 -92,406 -1%
CC
14
Callan Capital
California
$127M 5,911,420 -51,943 -0.9%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$121M 5,611,991 -82,604 -1%
AI
16
Accredited Investors
Minnesota
$105M 4,893,337 +18,549 +0.4%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$95.2M 4,420,852 +276,390 +7%
Mariner
18
Mariner
Kansas
$92.3M 4,286,330 +290,047 +7%
TCM
19
TruNorth Capital Management
Michigan
$91.5M 4,251,136 +243,445 +6%
HWA
20
HHM Wealth Advisors
Tennessee
$89.7M 4,164,167 +142,398 +4%
SFS
21
Summit Financial Strategies
Ohio
$83.6M 3,882,561 -170,518 -4%
Morgan Stanley
22
Morgan Stanley
New York
$80M 3,714,070 +391,746 +12%
MBFW
23
Morton Brown Family Wealth
Pennsylvania
$79.3M 3,682,762 +112,188 +3%
CMAI
24
Capital Management Associates Inc
Minnesota
$75.9M 3,527,282 +1,828,084 +108%
MF
25
Manchester Financial
California
$75.4M 3,499,944 +8,448 +0.2%
1
2 3 4 5