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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
OA
451
Operose Advisors
Wisconsin
$2.07M
TIA
452
Traphagen Investment Advisors
New Jersey
$2.06M
HI
453
Hendershot Investments
Virginia
$2.04M
ATI
454
ARK & TLK Investments
Oklahoma
$2.04M
VCAM
455
Van Cleef Asset Management
Ohio
$2.02M
NAS
456
NWF Advisory Services
California
$2.02M
OCM
457
One Capital Management
California
$2.01M
KCP
458
Kera Capital Partners
California
$1.99M
Bank of New York Mellon
459
Bank of New York Mellon
New York
$1.99M
PA
460
Pinnacle Associates
New York
$1.97M
CAI
461
Capital Advisors Inc
Oklahoma
$1.96M
FNBOMD
462
First National Bank of Mount Dora
Florida
$1.95M
DOA
463
D'Orazio & Associates
Virginia
$1.95M
PFS
464
Prospera Financial Services
Texas
$1.94M
AAS
465
Avantax Advisory Services
Texas
$1.94M
LWM
466
Luminvest Wealth Management
Arizona
$1.93M
HIP
467
HUB Investment Partners
Texas
$1.9M
SOS
468
Silver Oak Securities
Tennessee
$1.88M
SAMC
469
Spectrum Asset Management (California)
California
$1.87M
GCA
470
Gradient Capital Advisors
California
$1.87M
AL
471
Aspiriant LLC
California
$1.85M
TA
472
Tactive Advisors
Florida
$1.85M
MA
473
Modus Advisors
Minnesota
$1.85M
EB
474
Exchange Bank
California
$1.84M
QCG
475
Quadrant Capital Group
Ohio
$1.84M