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