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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
EAM
626
Evanson Asset Management
California
$878K
PFC
627
Phocas Financial Corp
California
$868K
HPA
628
High Probability Advisors
New York
$866K
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$863K
MIA
630
MainStreet Investment Advisors
Illinois
$863K
EE
631
EWG Elevate
California
$853K
GC
632
Grimes & Company
Massachusetts
$852K
BFC
633
Bedel Financial Consulting
Indiana
$852K
DT
634
Diversified Trust
Tennessee
$847K
MA
635
Marquette Associates
Illinois
$838K
IF
636
Ironwood Financial
Arizona
$836K
ODIJL
637
One Day In July LLC
Vermont
$832K
HI
638
Hudock Inc
Pennsylvania
$825K
CA
639
Crewe Advisors
Utah
$825K
MWA
640
Monograph Wealth Advisors
California
$822K
CWA
641
Consilium Wealth Advisory
Texas
$821K
MAC
642
Mason & Associates (California)
California
$813K
OWM
643
OneAscent Wealth Management
Alabama
$812K
DWM
644
DecisionMap Wealth Management
Virginia
$811K
CAM
645
Costello Asset Management
Pennsylvania
$810K
GWM
646
Geneos Wealth Management
Colorado
$805K
LSIA
647
LaSalle St. Investment Advisors
Illinois
$802K
OWMIAS
648
One Wealth Management Investment & Advisory Services
Florida
$800K
DF
649
DecisionPoint Financial
Arizona
$796K
NCM
650
Northwest Capital Management
Oregon
$796K