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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
HNB
701
Huntington National Bank
Ohio
$642K
BTWM
702
Baker Tilly Wealth Management
Wisconsin
$640K
TIM
703
Total Investment Management
Arizona
$640K
VAMG
704
Voisard Asset Management Group
Michigan
$639K
AWM
705
Abound Wealth Management
Tennessee
$637K
AAS
706
Annex Advisory Services
Wisconsin
$627K
SAF
707
Smith Anglin Financial
Texas
$624K
CAAM
708
Cornerstone Advisors Asset Management
Pennsylvania
$620K
AWA
709
Aletheian Wealth Advisors
Washington
$616K
BWA
710
Bordeaux Wealth Advisors
California
$614K
CWA
711
Continuum Wealth Advisors
New York
$610K
AWM
712
AE Wealth Management
Kansas
$606K
PB
713
Pinnacle Bancorp
Nebraska
$606K
GI
714
GS Investments
Minnesota
$605K
GIM
715
Goelzer Investment Management
Indiana
$603K
AWA
716
Aquire Wealth Advisors
Utah
$602K
PWMAG
717
Pinnacle Wealth Management Advisory Group
New Jersey
$601K
MPCL
718
My Personal CFO LLC
Washington
$601K
AL
719
ACAS LLC
California
$600K
SWM
720
Shakespeare Wealth Management
Wisconsin
$598K
CFP
721
Catalyst Financial Partners
Massachusetts
$594K
SWP
722
Stratos Wealth Partners
Ohio
$594K
Franklin Resources
723
Franklin Resources
California
$593K
SSI
724
Scott & Selber Inc
Texas
$591K
OFP
725
OLIO Financial Planning
Virginia
$591K