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