Schwab US Broad Market ETF
SCHB
1,212 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 106 funds opening new positions, 496 increasing their positions, 428 reducing their positions, and 45 closing their positions.
321% more call options, than puts
Call options by funds: $39.7M | Put options by funds: $9.44M
136% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 45
16% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 428
10% more capital invested
Capital invested by funds: $10.3B → $11.2B (+$990M)
5% more funds holding in top 10
Funds holding in top 10: 130 → 137 (+7)
3% more funds holding
Funds holding: 1,174 → 1,212 (+38)
0.61% less ownership
Funds ownership: 33.37% → 32.76% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
+$122M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32.5M |
| 3 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
+$28.7M |
| 4 |
R
Rebalance
Palo Alto,
California
|
+$26.6M |
| 5 |
QCM
Quantinno Capital Management
New York
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$57.1M |
| 2 |
SFG
Socha Financial Group
Corning,
New York
|
-$50M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
-$45.5M |
| 4 |
CMAI
Capital Management Associates Inc
Minneapolis,
Minnesota
|
-$38.6M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$18.3M |
SCHB Hedge Fund Activity: Q2 2025 in Review
1,212 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2025, worth a combined $11.2B — up 9.6% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new SCHB positions and 45 closed out — a net gain of 61 holders — while 496 added to existing stakes and 428 trimmed.
The largest buyer was AlphaCore Capital, adding an estimated $122M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $57.1M.
- 1,212 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2025, up from 1,174 in Q1 2025.
- Funds reported $11.2B of Schwab US Broad Market ETF stock for Q2 2025, up 9.6% quarter-over-quarter.
- 106 funds opened new Schwab US Broad Market ETF positions in Q2 2025 and 45 closed out, a net change of +61 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2025 was AlphaCore Capital, an estimated $122M added.
- The largest Schwab US Broad Market ETF seller in Q2 2025 was Gallagher Fiduciary Advisors, an estimated $57.1M sold.
Based on aggregated 13F filings for Q2 2025.