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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
SAG
351
SageView Advisory Group
California
$3.13M
S
352
Sachetta
Massachusetts
$3.1M
GRP
353
Global Retirement Partners
California
$3.09M
BWM
354
BCS Wealth Management
Tennessee
$3.08M
CL
355
Choreo LLC
Illinois
$3.07M
CIG
356
CHB Investment Group
Pennsylvania
$3.07M
Janney Montgomery Scott
357
Janney Montgomery Scott
Pennsylvania
$3.06M
CAM
358
Carret Asset Management
New York
$3.05M
CMBA
359
C.M. Bidwell & Associates
Hawaii
$3.04M
SMC
360
Smith, Moore & Co
Missouri
$3.01M
SCM
361
SOL Capital Management
Maryland
$3.01M
WPA
362
West Paces Advisors
Georgia
$3.01M
WMWM
363
Wilkins Miller Wealth Management
Alabama
$2.95M
FWP
364
FAS Wealth Partners
Kansas
$2.9M
IWMA
365
Ironwood Wealth Management (Arizona)
Arizona
$2.9M
CTWM
366
Cherry Tree Wealth Management
Minnesota
$2.9M
RWM
367
Rialto Wealth Management
New York
$2.89M
TWM
368
Thrive Wealth Management
Pennsylvania
$2.89M
IC
369
IEQ Capital
California
$2.88M
TWM
370
Topsail Wealth Management
North Carolina
$2.87M
ZIC
371
ZWJ Investment Counsel
Georgia
$2.86M
EWM
372
Empirical Wealth Management
Washington
$2.86M
SC
373
SouthState Corp
Florida
$2.86M
CAG
374
Csenge Advisory Group
Florida
$2.82M
PS
375
Planned Solutions
California
$2.81M