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Schwab US Broad Market ETF

1,193 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
1,193
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 America
26
Bank of America
North Carolina
$77.5M
Morgan Stanley
27
Morgan Stanley
New York
$76.4M
CFGSD
28
Compass Financial Group (South Dakota)
South Dakota
$76.1M
HSA
29
HBK Sorce Advisory
Pennsylvania
$75M
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$68.4M
AAIM
31
Asset Advisors Investment Management
Georgia
$67.1M
WA
32
Waverly Advisors
Alabama
$66.1M
LPL Financial
33
LPL Financial
California
$65.7M
Brown Advisory
34
Brown Advisory
Maryland
$65.3M
CWM
35
Circle Wealth Management
New Jersey
$64.8M
NSAM
36
North Star Asset Management
Wisconsin
$63.5M
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$63.2M
DLCIG
38
D.L. Carlson Investment Group
New Hampshire
$62.4M
LFS
39
Legacy Financial Strategies
Kansas
$60.7M
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59.8M
CAG
41
Compass Advisory Group
New York
$58M
M
42
MYeCFO
California
$57.2M
Wells Fargo
43
Wells Fargo
California
$56.5M
SC
44
Savant Capital
Illinois
$55.3M
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$54.6M
KAS
46
Kestra Advisory Services
Texas
$54.6M
WAG
47
Winthrop Advisory Group
Massachusetts
$54.5M
Creative Planning
48
Creative Planning
Kansas
$53.3M
ACA
49
Aptus Capital Advisors
Alabama
$50.8M
Jones Financial Companies
50
Jones Financial Companies
Missouri
$50.1M