SCHB icon

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