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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
SWM
576
SpringVest Wealth Management
Texas
$1.13M
SHWM
577
Smith & Howard Wealth Management
Georgia
$1.13M
FCMA
578
Foresight Capital Management Advisors
Michigan
$1.13M
WMWM
579
Whitaker-Myers Wealth Managers
Ohio
$1.13M
CIC
580
Carnegie Investment Counsel
Ohio
$1.12M
MFG
581
Midwest Financial Group
Kansas
$1.11M
TF
582
Tompkins Financial
New York
$1.09M
PL
583
Plancorp LLC
Missouri
$1.08M
MWM
584
Mission Wealth Management
California
$1.07M
LKBC
585
L.K. Benson & Company
Maryland
$1.07M
KFP
586
KMG Fiduciary Partners
Ohio
$1.06M
OPWM
587
Oakwell Private Wealth Management
Texas
$1.05M
CCM
588
Chilton Capital Management
Texas
$1.04M
PIWA
589
Prevail Innovative Wealth Advisors
Kansas
$1.04M
CCM
590
Colorado Capital Management
Colorado
$1.03M
TPWM
591
Twelve Points Wealth Management
Massachusetts
$1.02M
MCM
592
Mengis Capital Management
Oregon
$1.01M
BFS
593
Burkett Financial Services
South Carolina
$1M
FA
594
FF Advisors
California
$1M
DI
595
Diligent Investors
California
$999K
FEM
596
Fulcrum Equity Management
Texas
$996K
SIA
597
Soltis Investment Advisors
Utah
$994K
PAS
598
Park Avenue Securities
New York
$994K
BC
599
Barrett & Company
Rhode Island
$990K
OC
600
Oarsman Capital
Wisconsin
$981K