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Schwab US Broad Market ETF

1,193 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, 488 increasing their positions, 423 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
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
MWM
227
Modern Wealth Management
Kansas
$6.65M
EFN
228
Equita Financial Network
Pennsylvania
$6.43M
AIA
229
Arcadia Investment Advisors
Idaho
$6.42M
DWM
230
Destination Wealth Management
California
$6.4M
WBCM
231
Wilson & Boucher Capital Management
California
$6.28M
FFA
232
Farther Finance Advisors
California
$6.27M
CPA
233
Cardiff Park Advisors
California
$6.23M
MPI
234
Mairs & Power Inc
Minnesota
$6.23M
GCM
235
Graver Capital Management
Ohio
$6.2M
EI
236
Ellevest Inc
New York
$6.15M
BA
237
Ballast Advisors
Minnesota
$6.13M
ICM
238
Islay Capital Management
Texas
$6.13M
PA
239
Parallel Advisors
California
$5.97M
SFWC
240
Strategic Family Wealth Counselors
New Jersey
$5.96M
MF
241
Midwestern Financial
Iowa
$5.96M
PMG
242
ProVise Management Group
Florida
$5.87M
FCM
243
Firestone Capital Management
Florida
$5.87M
RDWM
244
Red Door Wealth Management
Tennessee
$5.84M
Chevy Chase Trust
245
Chevy Chase Trust
Maryland
$5.81M
SWM
246
Seaside Wealth Management
California
$5.8M
PAG
247
Private Advisor Group
New Jersey
$5.76M
SWM
248
SeaCrest Wealth Management
New York
$5.75M
SWRP
249
Summit Wealth & Retirement Planning
California
$5.72M
RSWM
250
Robertson Stephens Wealth Management
California
$5.68M