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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
15.91%
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
$142M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$50.1M
3
HWA
HHM Wealth Advisors
Tennessee
$130M
4
R
Rebalance
California
$314M
5
QCM
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.34B
3
CMAI
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
Charles Schwab
California
$10.8M
5
HCM
Hengehold Capital Management
Ohio
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.34B -$49.2M -2,065,401 -4%
Betterment LLC
2
Betterment LLC
New York
$401M -$10.2M -426,704 -2%
R
3
Rebalance
California
$314M +$28.8M +1,209,350 +10%
SCM
4
SCS Capital Management
Massachusetts
$291M +$7.68M +322,220 +3%
EK
5
Evensky & Katz
Florida
$209M -$5.73M -240,407 -3%
SG
6
Strid Group
Pennsylvania
$206M +$1.05M +43,935 +0.5%
HCM
7
Hengehold Capital Management
Ohio
$201M -$13.4M -562,347 -6%
BFG
8
Bouchey Financial Group
New York
$197M +$893K +37,462 +0.5%
HighTower Advisors
9
HighTower Advisors
Illinois
$184M -$4.68M -196,259 -2%
HWM
10
HB Wealth Management
Georgia
$155M +$612K +25,680 +0.4%
HDIM
11
Hanson & Doremus Investment Management
Vermont
$153M +$2.92M +122,453 +2%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$149M +$15.2M +636,810 +11%
EA
13
Evergreen Advisors
Tennessee
$147M -$2.48M -104,227 -2%
HP
14
HT Partners
Connecticut
$144M -$7.53M -316,002 -5%
AC
15
AlphaCore Capital
California
$142M +$132M +5,556,673 +1,400%
HWA
16
HHM Wealth Advisors
Tennessee
$130M +$31.1M +1,304,073 +31%
AI
17
Accredited Investors
Minnesota
$116M -$230K -9,655 -0.2%
TCM
18
TruNorth Capital Management
Michigan
$111M +$9.84M +413,023 +10%
Mariner
19
Mariner
Kansas
$100M -$1.65M -69,120 -2%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$96.5M -$8.8M -369,214 -8%
MBFW
21
Morton Brown Family Wealth
Pennsylvania
$91.4M +$3.6M +151,170 +4%
SFS
22
Summit Financial Strategies
Ohio
$88.1M -$4.42M -185,656 -5%
MF
23
Manchester Financial
California
$84.1M +$731K +30,695 +0.9%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$80.9M +$268K +11,233 +0.3%
BP
25
Ballentine Partners
Massachusetts
$78M +$4.44M +186,376 +6%
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