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Schwab US Broad Market ETF

1,197 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 107 funds opening new positions, 488 increasing their positions, 423 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.7M
Puts
$9.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Mutual Advisors
Nebraska
$6.75M
EFN
227
Equita Financial Network
Pennsylvania
$6.43M
AIA
228
Arcadia Investment Advisors
Idaho
$6.42M
DWM
229
Destination Wealth Management
California
$6.4M
WBCM
230
Wilson & Boucher Capital Management
California
$6.28M
FFA
231
Farther Finance Advisors
California
$6.27M
CPA
232
Cardiff Park Advisors
California
$6.23M
MPI
233
Mairs & Power Inc
Minnesota
$6.23M
GCM
234
Graver Capital Management
Ohio
$6.2M
EI
235
Ellevest Inc
New York
$6.15M
BA
236
Ballast Advisors
Minnesota
$6.13M
ICM
237
Islay Capital Management
Texas
$6.13M
PA
238
Parallel Advisors
California
$5.97M
SFWC
239
Strategic Family Wealth Counselors
New Jersey
$5.96M
MF
240
Midwestern Financial
Iowa
$5.96M
PMG
241
ProVise Management Group
Florida
$5.87M
FCM
242
Firestone Capital Management
Florida
$5.87M
RDWM
243
Red Door Wealth Management
Tennessee
$5.84M
Chevy Chase Trust
244
Chevy Chase Trust
Maryland
$5.81M
SWM
245
Seaside Wealth Management
California
$5.8M
PAG
246
Private Advisor Group
New Jersey
$5.76M
SWM
247
SeaCrest Wealth Management
New York
$5.75M
SWRP
248
Summit Wealth & Retirement Planning
California
$5.72M
RSWM
249
Robertson Stephens Wealth Management
California
$5.68M
Financial Engines Advisors
250
Financial Engines Advisors
California
$5.55M