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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
SGWM
676
Sterling Group Wealth Management
California
$711K
TAM
677
Townsend Asset Management
North Carolina
$709K
DP
678
Denver PWM
Colorado
$704K
CF
679
Copperwynd Financial
Arizona
$703K
NSIM
680
North Star Investment Management
Illinois
$699K
TCM
681
Twele Capital Management
Minnesota
$695K
HIS
682
Horizon Investment Services
Indiana
$695K
FVWA
683
Foster Victor Wealth Advisors
South Carolina
$691K
HIP
684
Harrell Investment Partners
Texas
$690K
TFP
685
Traction Financial Partners
Wyoming
$689K
EFS
686
Econ Financial Services
Pennsylvania
$684K
PCWA
687
Pacific Capital Wealth Advisors
California
$683K
WCM
688
Wealthcare Capital Management
Virginia
$681K
PAMG
689
Patton Albertson Miller Group
Tennessee
$678K
WAM
690
Wernau Asset Management
Massachusetts
$672K
MMA
691
Miracle Mile Advisors
California
$672K
GS
692
GWN Securities
Florida
$667K
EFA
693
Edge Financial Advisors
Illinois
$662K
RCAG
694
Rehmann Capital Advisory Group
Michigan
$661K
CAL
695
Capital Analysts LLC
Pennsylvania
$659K
ML
696
McAdam LLC
Pennsylvania
$658K
RWP
697
Reliant Wealth Planning
Kentucky
$648K
PA
698
Perennial Advisors
New York
$648K
AA
699
AF Advisors
California
$643K
HNB
700
Huntington National Bank
Ohio
$642K