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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
NCM
651
Northwest Capital Management
Oregon
$796K
WP
652
Westmount Partners
California
$794K
MCCP
653
Mission Creek Capital Partners
California
$789K
AF
654
Advisornet Financial
Minnesota
$785K
NCM
655
Next Capital Management
New York
$785K
FCH
656
Freestone Capital Holdings
Washington
$771K
SPIA
657
Steward Partners Investment Advisory
New York
$763K
IIC
658
Ironwood Investment Counsel
Arizona
$763K
MA
659
MCF Advisors
Kentucky
$759K
FFM
660
Forum Financial Management
Illinois
$751K
RWRC
661
R.W. Roge & Company
New York
$746K
SAM
662
Smartleaf Asset Management
Massachusetts
$745K
FDCDDQ
663
Federation des caisses Desjardins du Quebec
Quebec, Canada
$743K
MWA
664
Muirfield Wealth Advisors
North Carolina
$742K
GKWIM
665
Gerber Kawasaki Wealth & Investment Management
California
$740K
AWM
666
Aegis Wealth Management
Maryland
$736K
S
667
Sunpointe
Missouri
$735K
JIC
668
Joel Isaacson & Co
New York
$731K
SAM
669
Smithbridge Asset Management
Pennsylvania
$721K
HS
670
Horan Securities
United States
$720K
FWMP
671
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$718K
BIG
672
Builder Investment Group
Georgia
$718K
BCM
673
Bowie Capital Management
Texas
$715K
BAM
674
Bosun Asset Management
Illinois
$715K
CFO
675
Callan Family Office
Pennsylvania
$715K