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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
AAP
301
Arax Advisory Partners
Colorado
$4.19M
Jane Street
302
Jane Street
New York
$4.16M
HCMT
303
Highland Capital Management (Tennessee)
Tennessee
$4.11M
LIWM
304
Long Island Wealth Management
New York
$4.05M
NCM
305
Novare Capital Management
North Carolina
$4.03M
PA
306
Planning Alternatives
Michigan
$3.99M
CFS
307
CRA Financial Services
New Jersey
$3.96M
MFG
308
Merit Financial Group
Georgia
$3.95M
AV
309
Aspiring Ventures
Ohio
$3.93M
SOAG
310
Silver Oak Advisory Group
Oregon
$3.91M
OCG
311
Opus Capital Group
Ohio
$3.89M
CPWM
312
Cypress Point Wealth Management
Texas
$3.89M
DCM
313
Donaldson Capital Management
Indiana
$3.87M
ACA
314
Aspire Capital Advisors
Washington
$3.86M
MCCA
315
Mill Creek Capital Advisors
Pennsylvania
$3.86M
LWL
316
Leo Wealth LLC
Texas
$3.84M
JIR
317
James Investment Research
Ohio
$3.84M
AI
318
Axos Invest
Nevada
$3.8M
Citigroup
319
Citigroup
New York
$3.8M
AAG
320
Avalon Advisory Group
Pennsylvania
$3.79M
NGA
321
Naples Global Advisors
Florida
$3.78M
MHR
322
Matthew Hamilton Rosenberg
$3.76M
S
323
SignatureFD
Georgia
$3.71M
TIM
324
Tortoise Investment Management
New York
$3.68M
W
325
WealthCollab
Washington
$3.63M