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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
KIA
251
KCM Investment Advisors
California
$5.55M
AAMC
252
Asset Allocation & Management Company
Illinois
$5.5M
EH
253
Equitable Holdings
New York
$5.48M
LJAC
254
L.J. Altfest & Co
New York
$5.45M
OCPWS
255
One Charles Private Wealth Services
Massachusetts
$5.44M
HTWM
256
Hartmann Taylor Wealth Management
Texas
$5.44M
SWM
257
Seed Wealth Management
Illinois
$5.4M
BJL
258
Brighton Jones LLC
Washington
$5.37M
SAI
259
Savvy Advisors Inc
New York
$5.37M
SIM
260
Stratos Investment Management
Ohio
$5.3M
AWS
261
Atria Wealth Solutions
New York
$5.28M
FPAS
262
Focus Partners Advisor Solutions
Missouri
$5.15M
DPI
263
Diversified Portfolios Inc
Michigan
$5.11M
STA
264
Summit Trail Advisors
New York
$5.07M
SFC
265
Strategic Financial Concepts
Texas
$5.06M
AOWM
266
Alpha Omega Wealth Management
Virginia
$5.03M
SP
267
Successful Portfolios
Florida
$5.02M
CI
268
Cordant Inc
Oregon
$5.02M
VCM
269
Vivaldi Capital Management
Illinois
$4.93M
Tudor Investment Corp
270
Tudor Investment Corp
Connecticut
$4.88M
IWC
271
Integrated Wealth Concepts
Massachusetts
$4.87M
FF
272
Farnam Financial
Arizona
$4.87M
MWM
273
Maridea Wealth Management
New York
$4.85M
WI
274
WBI Investments
New Jersey
$4.84M
BFA
275
Blueprint Financial Advisors
North Carolina
$4.84M