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