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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
OC
601
Oarsman Capital
Wisconsin
$981K
DWM
602
Diversify Wealth Management
Utah
$974K
BWP
603
BlueStem Wealth Partners
Minnesota
$972K
GT
604
Greenleaf Trust
Michigan
$967K
CAL
605
Capital Advisors Ltd
Ohio
$962K
SPFA
606
Summit Place Financial Advisors
New Jersey
$962K
TIP
607
Tandem Investment Partners
New Jersey
$958K
WC
608
Waterloo Capital
Texas
$953K
WA
609
Wealthstream Advisors
New York
$950K
ECM
610
Exchange Capital Management
Michigan
$949K
WIM
611
Waycross Investment Management
Washington
$948K
IAP
612
Indie Asset Partners
Indiana
$948K
Fifth Third Bancorp
613
Fifth Third Bancorp
Ohio
$934K
CPL
614
CAP Partners LLC
Tennessee
$931K
FF
615
Farrow Financial
Vermont
$924K
NCMW
616
Northern Capital Management (Washington)
Washington
$917K
PPWP
617
Premier Path Wealth Partners
New Jersey
$916K
CTB
618
Country Trust Bank
Illinois
$911K
CFA
619
Cahill Financial Advisors
Minnesota
$904K
BA
620
Bridgewater Advisors
New York
$902K
LWMT
621
Legacy Wealth Management (Tennessee)
Tennessee
$900K
PRS
622
Pinkerton Retirement Specialists
Idaho
$900K
DSAM
623
Dock Street Asset Management
Florida
$882K
MWG
624
Martin Worley Group
Utah
$880K
BBA
625
BLB&B Advisors
Pennsylvania
$880K