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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
GRP
351
Global Retirement Partners
California
$3.09M
BWM
352
BCS Wealth Management
Tennessee
$3.08M
CL
353
Choreo LLC
Illinois
$3.07M
CIG
354
CHB Investment Group
Pennsylvania
$3.07M
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$3.06M
CAM
356
Carret Asset Management
New York
$3.05M
CMBA
357
C.M. Bidwell & Associates
Hawaii
$3.04M
SMC
358
Smith, Moore & Co
Missouri
$3.01M
SCM
359
SOL Capital Management
Maryland
$3.01M
WPA
360
West Paces Advisors
Georgia
$3.01M
WMWM
361
Wilkins Miller Wealth Management
Alabama
$2.95M
FWP
362
FAS Wealth Partners
Kansas
$2.9M
IWMA
363
Ironwood Wealth Management (Arizona)
Arizona
$2.9M
CTWM
364
Cherry Tree Wealth Management
Minnesota
$2.9M
RWM
365
Rialto Wealth Management
New York
$2.89M
TWM
366
Thrive Wealth Management
Pennsylvania
$2.89M
IC
367
IEQ Capital
California
$2.88M
TWM
368
Topsail Wealth Management
North Carolina
$2.87M
ZIC
369
ZWJ Investment Counsel
Georgia
$2.86M
EWM
370
Empirical Wealth Management
Washington
$2.86M
SC
371
SouthState Corp
Florida
$2.86M
CAG
372
Csenge Advisory Group
Florida
$2.82M
PS
373
Planned Solutions
California
$2.81M
DFA
374
DHJJ Financial Advisors
Illinois
$2.81M
CIBC Private Wealth Group
375
CIBC Private Wealth Group
Georgia
$2.81M