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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
BFPW
426
BOK Financial Private Wealth
Colorado
$2.31M
KeyBank National Association
427
KeyBank National Association
Ohio
$2.3M
RWA
428
Redhawk Wealth Advisors
Minnesota
$2.28M
PWMG
429
Prestige Wealth Management Group
New Jersey
$2.27M
IA
430
Integrity Alliance
Iowa
$2.27M
AMG
431
Asset Management Group
Connecticut
$2.27M
HIC
432
Holderness Investments Company
North Carolina
$2.26M
OC
433
Optima Capital
Oregon
$2.24M
HR
434
Howe & Rusling
New York
$2.19M
AA
435
Advisory Alpha
Michigan
$2.18M
WCM
436
Weik Capital Management
Pennsylvania
$2.17M
MCA
437
Midwest Capital Advisors
Michigan
$2.17M
Baird Financial Group
438
Baird Financial Group
Wisconsin
$2.15M
CI
439
CX Institutional
Indiana
$2.14M
GWA
440
Geometric Wealth Advisors
District of Columbia
$2.14M
EPM
441
Elm Partners Management
Pennsylvania
$2.13M
BCM
442
Barden Capital Management
Texas
$2.12M
TYCC
443
Texas Yale Capital Corp
Florida
$2.11M
MAM
444
McCarthy Asset Management
California
$2.1M
AA
445
Ancora Advisors
Ohio
$2.1M
NW
446
NewEdge Wealth
Pennsylvania
$2.09M
BIA
447
Bigelow Investment Advisors
Maine
$2.09M
APG
448
Abacus Planning Group
South Carolina
$2.08M
P
449
&Partners
Tennessee
$2.08M
PIA
450
Panoramic Investment Advisors
Colorado
$2.08M