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