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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
CWM
276
Chesapeake Wealth Management
Virginia
$4.83M
RWM
277
Ritholtz Wealth Management
New York
$4.82M
PIM
278
Pullen Investment Management
Florida
$4.8M
NI
279
NYL Investors
New York
$4.76M
AWM
280
Axxcess Wealth Management
California
$4.76M
WCM
281
Whitener Capital Management
North Carolina
$4.75M
BWM
282
Benchmark Wealth Management
Connecticut
$4.7M
BAM
283
Berkshire Asset Management
Pennsylvania
$4.7M
VVP
284
Venture Visionary Partners
Ohio
$4.69M
BPA
285
Beacon Pointe Advisors
California
$4.67M
AC
286
Avant Capital
Louisiana
$4.61M
CIA
287
Compass Ion Advisors
Pennsylvania
$4.6M
CAG
288
Crestwood Advisors Group
Massachusetts
$4.56M
CFGA
289
Cambridge Financial Group (Arizona)
Arizona
$4.52M
JF
290
Joule Financial
Kentucky
$4.52M
OFS
291
OneAscent Financial Services
Alabama
$4.5M
MA
292
MBA Advisors
Pennsylvania
$4.46M
BIP
293
Blueprint Investment Partners
North Carolina
$4.42M
GIP
294
Granite Investment Partners
California
$4.41M
CPA
295
Clear Point Advisors
New York
$4.4M
CAM
296
Cozad Asset Management
Illinois
$4.39M
Citadel Advisors
297
Citadel Advisors
Florida
$4.31M
WAP
298
Wealthcare Advisory Partners
Pennsylvania
$4.28M
KJWM
299
Kiley Juergens Wealth Management
Washington
$4.26M
LBC
300
Lowe Brockenbrough & Co
Virginia
$4.2M