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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
P
451
&Partners
Tennessee
$2.08M
PIA
452
Panoramic Investment Advisors
Colorado
$2.08M
OA
453
Operose Advisors
Wisconsin
$2.07M
TIA
454
Traphagen Investment Advisors
New Jersey
$2.06M
HI
455
Hendershot Investments
Virginia
$2.04M
ATI
456
ARK & TLK Investments
Oklahoma
$2.04M
VCAM
457
Van Cleef Asset Management
Ohio
$2.02M
NAS
458
NWF Advisory Services
California
$2.02M
OCM
459
One Capital Management
California
$2.01M
KCP
460
Kera Capital Partners
California
$1.99M
Bank of New York Mellon
461
Bank of New York Mellon
New York
$1.99M
PA
462
Pinnacle Associates
New York
$1.97M
CAI
463
Capital Advisors Inc
Oklahoma
$1.96M
FNBOMD
464
First National Bank of Mount Dora
Florida
$1.95M
DOA
465
D'Orazio & Associates
Virginia
$1.95M
PFS
466
Prospera Financial Services
Texas
$1.94M
AAS
467
Avantax Advisory Services
Texas
$1.94M
LWM
468
Luminvest Wealth Management
Arizona
$1.93M
HIP
469
HUB Investment Partners
Texas
$1.9M
SOS
470
Silver Oak Securities
Tennessee
$1.88M
SAMC
471
Spectrum Asset Management (California)
California
$1.87M
GCA
472
Gradient Capital Advisors
California
$1.87M
AL
473
Aspiriant LLC
California
$1.85M
TA
474
Tactive Advisors
Florida
$1.85M
MA
475
Modus Advisors
Minnesota
$1.85M