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Schwab US Broad Market ETF

1,193 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
1,193
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
SFG
51
Sunburst Financial Group
Alabama
$49.6M
EFG
52
Ethos Financial Group
Pennsylvania
$49.1M
WA
53
WBH Advisory
Maryland
$48.3M
SFG
54
SNS Financial Group
Minnesota
$44.4M
CMAI
55
Capital Management Associates Inc
Minnesota
$42.3M
MAG
56
Members Advisory Group
New York
$42.2M
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$42.2M
RC
58
Roundview Capital
New Jersey
$39.1M
CIA
59
Cape Investment Advisory
Georgia
$37.7M
JIP
60
Jaffetilchin Investment Partners
Florida
$36.7M
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$36.6M
Truist Financial
62
Truist Financial
North Carolina
$36.5M
GCA
63
Genesee Capital Advisors
New York
$36.1M
OIA
64
OneDigital Investment Advisors
Kansas
$36.1M
AF
65
Allworth Financial
California
$34.9M
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$32.8M
LPT
67
Legacy Private Trust
Wisconsin
$32.8M
Raymond James Financial
68
Raymond James Financial
Florida
$31.9M
LEFP
69
Leading Edge Financial Planning
Tennessee
$31.9M
UBS Group
70
UBS Group
Switzerland
$31.5M
WWM
71
WT Wealth Management
Arizona
$30.6M
JWS
72
Juncture Wealth Strategies
Arizona
$30.1M
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$29.8M
QCM
74
Quantinno Capital Management
New York
$29.4M
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$29M