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Schwab US Broad Market ETF

1,194 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
1,194
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
W
326
WealthCollab
Washington
$3.63M
MPIA
327
Milestones Private Investment Advisors
New York
$3.62M
KF
328
Krilogy Financial
Missouri
$3.57M
GPFA
329
Game Plan Financial Advisors
Ohio
$3.55M
AIM
330
Archer Investment Management
Texas
$3.54M
BC
331
Brio Consultants
California
$3.53M
ISWM
332
Independent Solutions Wealth Management
New York
$3.52M
LRPA
333
L. Roy Papp & Associates
Arizona
$3.48M
EM
334
ELCO Management
New York
$3.46M
SIC
335
Sigma Investment Counselors
Michigan
$3.45M
SCM
336
Spreng Capital Management
Ohio
$3.44M
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$3.44M
ACA
338
Atlas Capital Advisors
Wyoming
$3.42M
LWANC
339
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.36M
PA
340
Pineridge Advisors
Missouri
$3.34M
EWA
341
EP Wealth Advisors
California
$3.29M
TWG
342
The Wealth Group
Minnesota
$3.28M
CA
343
Cambridge Advisors
Nebraska
$3.27M
Pathstone Holdings
344
Pathstone Holdings
New Jersey
$3.26M
RFA
345
RTD Financial Advisors
Pennsylvania
$3.24M
ADL
346
Asset Dedication LLC
California
$3.23M
RW
347
RVW Wealth
California
$3.22M
LIG
348
Lokken Investment Group
Delaware
$3.16M
FD
349
Financial Designs
California
$3.14M
IF
350
Intrua Financial
Texas
$3.13M