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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
PPW
551
Pasadena Private Wealth
California
$1.3M
RWM
552
RMG Wealth Management
Wisconsin
$1.29M
AC
553
Attessa Capital
Arizona
$1.27M
CAM
554
Clark Asset Management
New Hampshire
$1.27M
PWS
555
Physician Wealth Solutions
Nevada
$1.25M
BWM
556
BNC Wealth Management
Oregon
$1.25M
WIA
557
World Investment Advisors
California
$1.23M
PFA
558
Pinnacle Family Advisors
Missouri
$1.23M
SCM
559
Seascape Capital Management
New Hampshire
$1.23M
CIA
560
Concurrent Investment Advisors
Florida
$1.23M
GSAM
561
Grant Street Asset Management
Pennsylvania
$1.23M
EWM
562
Evermay Wealth Management
Virginia
$1.22M
AWM
563
Apex Wealth Management
New Hampshire
$1.22M
Belvedere Trading
564
Belvedere Trading
Illinois
$1.21M
EF
565
Envision Financial
Wisconsin
$1.21M
AWA
566
Acorn Wealth Advisors
Michigan
$1.2M
KWM
567
Keebeck Wealth Management
Illinois
$1.19M
AWE
568
Avidian Wealth Enterprises
Texas
$1.19M
FNBT
569
FineMark National Bank & Trust
Florida
$1.19M
PIM
570
Penobscot Investment Management
Massachusetts
$1.18M
EGWAG
571
Elwood & Goetz Wealth Advisory Group
Georgia
$1.17M
LWM
572
Lionshead Wealth Management
New York
$1.16M
SSWM
573
Smith Salley Wealth Management
North Carolina
$1.16M
HC
574
Hurley Capital
New York
$1.15M
WHCI
575
W.H. Cornerstone Investments
Massachusetts
$1.15M