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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
JHC
476
J. Hagan Capital
Kentucky
$1.84M
WOSD
477
WFA of San Diego
California
$1.83M
Renaissance Technologies
478
Renaissance Technologies
New York
$1.83M
GIM
479
Glenmede Investment Management
Pennsylvania
$1.83M
PFA
480
Pure Financial Advisors
California
$1.81M
CRC
481
Curi RMB Capital
Illinois
$1.81M
KWA
482
Kingswood Wealth Advisors
California
$1.8M
SWM
483
Selective Wealth Management
Virginia
$1.78M
NFW
484
Noble Family Wealth
Florida
$1.77M
RI
485
Ridgewood Investments
New Jersey
$1.77M
KNFPWM
486
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.77M
WWP
487
Waypoint Wealth Partners
California
$1.76M
PIP
488
Peachtree Investment Partners
Florida
$1.74M
NHC
489
Nicholas Hoffman & Company
Georgia
$1.73M
SAM
490
Sawgrass Asset Management
Florida
$1.73M
MML Investors Services
491
MML Investors Services
Massachusetts
$1.72M
CNFG
492
Creegan & Nassoura Financial Group
New Hampshire
$1.71M
NDSI
493
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M
TWM
494
Tolleson Wealth Management
Texas
$1.69M
CTA
495
Chesley Taft & Associates
Illinois
$1.68M
FG
496
Fiduciary Group
Georgia
$1.66M
JWCA
497
J.W. Cole Advisors
Florida
$1.66M
EFM
498
Eley Financial Management
Vermont
$1.66M
NFTC
499
North Forty Two & Co
Oregon
$1.65M
BWP
500
BSW Wealth Partners
Colorado
$1.64M