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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
Susquehanna International Group
526
Susquehanna International Group
Pennsylvania
$1.46M
RW
527
REDW Wealth
New Mexico
$1.46M
FWM
528
Fonville Wealth Management
Virginia
$1.46M
SCA
529
STALEY CAPITAL ADVISERS
Pennsylvania
$1.45M
PTC
530
Private Trust Company
Ohio
$1.44M
BWL
531
Bogart Wealth LLC
Virginia
$1.43M
WA
532
Wealth Architects
California
$1.42M
MOS
533
MGO One Seven
Ohio
$1.41M
APP
534
Avantax Planning Partners
Iowa
$1.41M
GWM
535
Guardian Wealth Management
Illinois
$1.4M
BIG
536
Brookwood Investment Group
Arizona
$1.4M
MFA
537
Morling Financial Advisors
California
$1.38M
SRCM
538
Signature Resources Capital Management
California
$1.37M
FWP
539
Firethorn Wealth Partners
Georgia
$1.37M
FF
540
Financial Futures
New Jersey
$1.37M
RWM
541
Riverchase Wealth Management
Texas
$1.36M
FFP
542
Freedom Financial Partners
Minnesota
$1.35M
VWA
543
VERITY Wealth Advisors
United States
$1.34M
DADC
544
D.A. Davidson & Co
Montana
$1.33M
PP
545
PDS Planning
Ohio
$1.32M
CA
546
CoreCap Advisors
Michigan
$1.32M
CWM
547
Congress Wealth Management
Massachusetts
$1.32M
UWPG
548
Ullmann Wealth Partners Group
Florida
$1.31M
IAA
549
Independent Advisor Alliance
North Carolina
$1.3M
TCOV
550
Trust Company of Vermont
Vermont
$1.3M