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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
LBC
301
Lowe Brockenbrough & Co
Virginia
$4.2M
AAP
302
Arax Advisory Partners
Colorado
$4.19M
Jane Street
303
Jane Street
New York
$4.16M
HCMT
304
Highland Capital Management (Tennessee)
Tennessee
$4.11M
LIWM
305
Long Island Wealth Management
New York
$4.05M
NCM
306
Novare Capital Management
North Carolina
$4.03M
PA
307
Planning Alternatives
Michigan
$3.99M
CFS
308
CRA Financial Services
New Jersey
$3.96M
MFG
309
Merit Financial Group
Georgia
$3.95M
AV
310
Aspiring Ventures
Ohio
$3.93M
SOAG
311
Silver Oak Advisory Group
Oregon
$3.91M
OCG
312
Opus Capital Group
Ohio
$3.89M
CPWM
313
Cypress Point Wealth Management
Texas
$3.89M
DCM
314
Donaldson Capital Management
Indiana
$3.87M
ACA
315
Aspire Capital Advisors
Washington
$3.86M
MCCA
316
Mill Creek Capital Advisors
Pennsylvania
$3.86M
LWL
317
Leo Wealth LLC
Texas
$3.84M
JIR
318
James Investment Research
Ohio
$3.84M
AI
319
Axos Invest
Nevada
$3.8M
Citigroup
320
Citigroup
New York
$3.8M
AAG
321
Avalon Advisory Group
Pennsylvania
$3.79M
NGA
322
Naples Global Advisors
Florida
$3.78M
MHR
323
Matthew Hamilton Rosenberg
$3.76M
S
324
SignatureFD
Georgia
$3.71M
TIM
325
Tortoise Investment Management
New York
$3.68M