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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
EWP
376
Elevation Wealth Partners
California
$2.81M
FC
377
Financial Consulate
Maryland
$2.8M
BCI
378
Brinker Capital Investments
Pennsylvania
$2.79M
TSWM
379
Triangle Securities Wealth Management
North Carolina
$2.78M
MAG
380
Mayfair Advisory Group
Alabama
$2.78M
CPA
381
Cathy Pareto & Associates
Florida
$2.77M
SA
382
Skyline Advisors
Washington
$2.76M
CFG
383
Chapman Financial Group
Hawaii
$2.76M
US Bancorp
384
US Bancorp
Minnesota
$2.75M
LCC
385
Lincoln Capital Corp
Rhode Island
$2.72M
MWM
386
Modera Wealth Management
New Jersey
$2.71M
AWM
387
Adams Wealth Management
Utah
$2.7M
CI
388
CacheTech Inc
Utah
$2.7M
GFA
389
Gallagher Fiduciary Advisors
Illinois
$2.66M
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$2.61M
AFP
391
Ausdal Financial Partners
Iowa
$2.61M
LNWWM
392
Laird Norton Wetherby Wealth Management
California
$2.6M
SIC
393
Salem Investment Counselors
North Carolina
$2.6M
BCM
394
Boltwood Capital Management
California
$2.6M
TIAA Trust, National Association
395
TIAA Trust, National Association
North Carolina
$2.59M
EFP
396
Elser Financial Planning
Indiana
$2.58M
PNC Financial Services Group
397
PNC Financial Services Group
Pennsylvania
$2.57M
CSI
398
Cross Staff Investments
New York
$2.56M
Bank of Montreal
399
Bank of Montreal
Ontario, Canada
$2.55M
NRI
400
NFP Retirement Inc
California
$2.49M