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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
HBT
676
Hills Bank & Trust
Iowa
$715K
SGWM
677
Sterling Group Wealth Management
California
$711K
TAM
678
Townsend Asset Management
North Carolina
$709K
DP
679
Denver PWM
Colorado
$704K
CF
680
Copperwynd Financial
Arizona
$703K
NSIM
681
North Star Investment Management
Illinois
$699K
TCM
682
Twele Capital Management
Minnesota
$695K
HIS
683
Horizon Investment Services
Indiana
$695K
FVWA
684
Foster Victor Wealth Advisors
South Carolina
$691K
HIP
685
Harrell Investment Partners
Texas
$690K
TFP
686
Traction Financial Partners
Wyoming
$689K
EFS
687
Econ Financial Services
Pennsylvania
$684K
PCWA
688
Pacific Capital Wealth Advisors
California
$683K
WCM
689
Wealthcare Capital Management
Virginia
$681K
PAMG
690
Patton Albertson Miller Group
Tennessee
$678K
WAM
691
Wernau Asset Management
Massachusetts
$672K
MMA
692
Miracle Mile Advisors
California
$672K
GS
693
GWN Securities
Florida
$667K
EFA
694
Edge Financial Advisors
Illinois
$662K
RCAG
695
Rehmann Capital Advisory Group
Michigan
$661K
CAL
696
Capital Analysts LLC
Pennsylvania
$659K
ML
697
McAdam LLC
Pennsylvania
$658K
RWP
698
Reliant Wealth Planning
Kentucky
$648K
PA
699
Perennial Advisors
New York
$648K
AA
700
AF Advisors
California
$643K