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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
WP
651
Westmount Partners
California
$794K
MCCP
652
Mission Creek Capital Partners
California
$789K
AF
653
Advisornet Financial
Minnesota
$785K
NCM
654
Next Capital Management
New York
$785K
FCH
655
Freestone Capital Holdings
Washington
$771K
SPIA
656
Steward Partners Investment Advisory
New York
$763K
IIC
657
Ironwood Investment Counsel
Arizona
$763K
MA
658
MCF Advisors
Kentucky
$759K
FFM
659
Forum Financial Management
Illinois
$751K
RWRC
660
R.W. Roge & Company
New York
$746K
SAM
661
Smartleaf Asset Management
Massachusetts
$745K
FDCDDQ
662
Federation des caisses Desjardins du Quebec
Quebec, Canada
$743K
MWA
663
Muirfield Wealth Advisors
North Carolina
$742K
GKWIM
664
Gerber Kawasaki Wealth & Investment Management
California
$740K
AWM
665
Aegis Wealth Management
Maryland
$736K
S
666
Sunpointe
Missouri
$735K
JIC
667
Joel Isaacson & Co
New York
$731K
SAM
668
Smithbridge Asset Management
Pennsylvania
$721K
HS
669
Horan Securities
United States
$720K
FWMP
670
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$718K
BIG
671
Builder Investment Group
Georgia
$718K
BCM
672
Bowie Capital Management
Texas
$715K
HBT
673
Hills Bank & Trust
Iowa
$715K
BAM
674
Bosun Asset Management
Illinois
$715K
CFO
675
Callan Family Office
Pennsylvania
$715K