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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
BTWM
701
Baker Tilly Wealth Management
Wisconsin
$640K
TIM
702
Total Investment Management
Arizona
$640K
VAMG
703
Voisard Asset Management Group
Michigan
$639K
AWM
704
Abound Wealth Management
Tennessee
$637K
AAS
705
Annex Advisory Services
Wisconsin
$627K
SAF
706
Smith Anglin Financial
Texas
$624K
CAAM
707
Cornerstone Advisors Asset Management
Pennsylvania
$620K
AWA
708
Aletheian Wealth Advisors
Washington
$616K
BWA
709
Bordeaux Wealth Advisors
California
$614K
CWA
710
Continuum Wealth Advisors
New York
$610K
AWM
711
AE Wealth Management
Kansas
$606K
PB
712
Pinnacle Bancorp
Nebraska
$606K
GI
713
GS Investments
Minnesota
$605K
GIM
714
Goelzer Investment Management
Indiana
$603K
AWA
715
Aquire Wealth Advisors
Utah
$602K
PWMAG
716
Pinnacle Wealth Management Advisory Group
New Jersey
$601K
MPCL
717
My Personal CFO LLC
Washington
$601K
AL
718
ACAS LLC
California
$600K
SWM
719
Shakespeare Wealth Management
Wisconsin
$598K
CFP
720
Catalyst Financial Partners
Massachusetts
$594K
SWP
721
Stratos Wealth Partners
Ohio
$594K
Franklin Resources
722
Franklin Resources
California
$593K
SSI
723
Scott & Selber Inc
Texas
$591K
OFP
724
OLIO Financial Planning
Virginia
$591K
AWM
725
Apollon Wealth Management
South Carolina
$589K