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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
MPIA
326
Milestones Private Investment Advisors
New York
$3.62M
KF
327
Krilogy Financial
Missouri
$3.57M
GPFA
328
Game Plan Financial Advisors
Ohio
$3.55M
AIM
329
Archer Investment Management
Texas
$3.54M
BC
330
Brio Consultants
California
$3.53M
ISWM
331
Independent Solutions Wealth Management
New York
$3.52M
LRPA
332
L. Roy Papp & Associates
Arizona
$3.48M
EM
333
ELCO Management
New York
$3.46M
SIC
334
Sigma Investment Counselors
Michigan
$3.45M
SCM
335
Spreng Capital Management
Ohio
$3.44M
Koshinski Asset Management
336
Koshinski Asset Management
Illinois
$3.44M
ACA
337
Atlas Capital Advisors
Wyoming
$3.42M
PA
338
Pineridge Advisors
Missouri
$3.34M
EWA
339
EP Wealth Advisors
California
$3.29M
TWG
340
The Wealth Group
Minnesota
$3.28M
CA
341
Cambridge Advisors
Nebraska
$3.27M
Pathstone Holdings
342
Pathstone Holdings
New Jersey
$3.26M
RFA
343
RTD Financial Advisors
Pennsylvania
$3.24M
ADL
344
Asset Dedication LLC
California
$3.23M
RW
345
RVW Wealth
California
$3.22M
LIG
346
Lokken Investment Group
Delaware
$3.16M
FD
347
Financial Designs
California
$3.14M
IF
348
Intrua Financial
Texas
$3.13M
SAG
349
SageView Advisory Group
California
$3.13M
S
350
Sachetta
Massachusetts
$3.1M