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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
CA
501
CGN Advisors
Kansas
$1.64M
MSG
502
Main Street Group
Virginia
$1.64M
BAM
503
Belpointe Asset Management
Nevada
$1.64M
BWM
504
Blossom Wealth Management
California
$1.62M
FWA
505
FSM Wealth Advisors
Ohio
$1.6M
MPM
506
Meritage Portfolio Management
Kansas
$1.6M
SAM
507
S.A. Mason
Michigan
$1.59M
WI
508
Westbourne Investments
Virginia
$1.58M
CWM
509
Cahaba Wealth Management
Georgia
$1.57M
RWM
510
RKL Wealth Management
Pennsylvania
$1.56M
CA
511
Callahan Advisors
Texas
$1.55M
WWM
512
Western Wealth Management
Colorado
$1.55M
SW
513
SVB Wealth
Massachusetts
$1.55M
IAN
514
Integrated Advisors Network
Texas
$1.53M
MTIC
515
Missouri Trust & Investment Company
Missouri
$1.53M
CPA
516
Capital Performance Advisors
California
$1.52M
Natixis Advisors
517
Natixis Advisors
Massachusetts
$1.52M
BDWCC
518
B&D White Capital Company
Texas
$1.52M
LFG
519
Larson Financial Group
Missouri
$1.51M
B
520
Bailard
California
$1.51M
EAM
521
Everstar Asset Management
North Carolina
$1.5M
KPWS
522
Kestra Private Wealth Services
Texas
$1.49M
DI
523
Disciplined Investments
Oklahoma
$1.47M
Vanguard Group
524
Vanguard Group
Pennsylvania
$1.47M
ASN
525
Advisory Services Network
Georgia
$1.46M