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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
BFA
276
Blueprint Financial Advisors
North Carolina
$4.84M
CWM
277
Chesapeake Wealth Management
Virginia
$4.83M
RWM
278
Ritholtz Wealth Management
New York
$4.82M
PIM
279
Pullen Investment Management
Florida
$4.8M
NI
280
NYL Investors
New York
$4.76M
AWM
281
Axxcess Wealth Management
California
$4.76M
WCM
282
Whitener Capital Management
North Carolina
$4.75M
BWM
283
Benchmark Wealth Management
Connecticut
$4.7M
BAM
284
Berkshire Asset Management
Pennsylvania
$4.7M
VVP
285
Venture Visionary Partners
Ohio
$4.69M
BPA
286
Beacon Pointe Advisors
California
$4.67M
AC
287
Avant Capital
Louisiana
$4.61M
CIA
288
Compass Ion Advisors
Pennsylvania
$4.6M
CAG
289
Crestwood Advisors Group
Massachusetts
$4.56M
CFGA
290
Cambridge Financial Group (Arizona)
Arizona
$4.52M
JF
291
Joule Financial
Kentucky
$4.52M
OFS
292
OneAscent Financial Services
Alabama
$4.5M
MA
293
MBA Advisors
Pennsylvania
$4.46M
BIP
294
Blueprint Investment Partners
North Carolina
$4.42M
GIP
295
Granite Investment Partners
California
$4.41M
CPA
296
Clear Point Advisors
New York
$4.4M
CAM
297
Cozad Asset Management
Illinois
$4.39M
Citadel Advisors
298
Citadel Advisors
Florida
$4.31M
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$4.28M
KJWM
300
Kiley Juergens Wealth Management
Washington
$4.26M