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