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