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