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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
PF
401
Penney Financial
Texas
$2.48M
WIC
402
Whitegate Investment Counselors
New Hampshire
$2.48M
GG
403
Gleason Group
Kentucky
$2.48M
JHCP
404
Jackson Hole Capital Partners
Oklahoma
$2.46M
MAV
405
Mason & Associates (Virginia)
Virginia
$2.46M
VAF
406
Values Added Financial
District of Columbia
$2.43M
RTL
407
Red Tortoise LLC
Georgia
$2.43M
MG
408
Mather Group
Illinois
$2.4M
FG
409
Foster Group
Iowa
$2.4M
AIP
410
Almanack Investment Partners
Pennsylvania
$2.4M
SWM
411
Segment Wealth Management
Texas
$2.4M
AWM
412
Angeles Wealth Management
California
$2.39M
LA
413
LexAurum Advisors
Kansas
$2.38M
WWC
414
Waypoint Wealth Counsel
Georgia
$2.38M
GM
415
GeoWealth Management
Illinois
$2.37M
YIA
416
YHB Investment Advisors
Connecticut
$2.37M
OCM
417
Osterweis Capital Management
California
$2.37M
IWM
418
IHT Wealth Management
Illinois
$2.36M
GWWM
419
Great Waters Wealth Management
Minnesota
$2.35M
SFA
420
Souders Financial Advisors
Ohio
$2.35M
PWM
421
Perigon Wealth Management
California
$2.34M
FMP
422
Financial Management Professionals
Texas
$2.33M
EL
423
Essex LLC
Illinois
$2.31M
AIM
424
AMI Investment Management
Indiana
$2.31M
RWP
425
RWA Wealth Partners
Massachusetts
$2.31M