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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
Bank of Montreal
401
Bank of Montreal
Ontario, Canada
$2.55M
NRI
402
NFP Retirement Inc
California
$2.49M
PF
403
Penney Financial
Texas
$2.48M
WIC
404
Whitegate Investment Counselors
New Hampshire
$2.48M
GG
405
Gleason Group
Kentucky
$2.48M
JHCP
406
Jackson Hole Capital Partners
Oklahoma
$2.46M
MAV
407
Mason & Associates (Virginia)
Virginia
$2.46M
VAF
408
Values Added Financial
District of Columbia
$2.43M
RTL
409
Red Tortoise LLC
Georgia
$2.43M
MG
410
Mather Group
Illinois
$2.4M
FG
411
Foster Group
Iowa
$2.4M
AIP
412
Almanack Investment Partners
Pennsylvania
$2.4M
SWM
413
Segment Wealth Management
Texas
$2.4M
AWM
414
Angeles Wealth Management
California
$2.39M
LA
415
LexAurum Advisors
Kansas
$2.38M
WWC
416
Waypoint Wealth Counsel
Georgia
$2.38M
GM
417
GeoWealth Management
Illinois
$2.37M
YIA
418
YHB Investment Advisors
Connecticut
$2.37M
OCM
419
Osterweis Capital Management
California
$2.37M
IWM
420
IHT Wealth Management
Illinois
$2.36M
GWWM
421
Great Waters Wealth Management
Minnesota
$2.35M
SFA
422
Souders Financial Advisors
Ohio
$2.35M
PWM
423
Perigon Wealth Management
California
$2.34M
FMP
424
Financial Management Professionals
Texas
$2.33M
EL
425
Essex LLC
Illinois
$2.31M