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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
GP
726
Greenline Partners
New York
$589K
SAM
727
Summit Asset Management
Tennessee
$587K
WCM
728
Washburn Capital Management
Florida
$582K
QCM
729
QRG Capital Management
Illinois
$582K
SEIA
730
Signature Estate & Investment Advisors
California
$580K
PCA
731
Prosperity Capital Advisors
Ohio
$578K
SSW
732
Stone Summit Wealth
Florida
$576K
RFA
733
Rollins Financial Advisors
New York
$575K
WFS
734
WealthGarden F.S.
California
$575K
IWM
735
Integris Wealth Management
California
$574K
SWA
736
Sightline Wealth Advisors
Connecticut
$573K
TBWA
737
Three Bridge Wealth Advisors
California
$573K
BP
738
Broadleaf Partners
Ohio
$573K
WAM
739
Weatherly Asset Management
California
$571K
Fisher Asset Management
740
Fisher Asset Management
Washington
$571K
NS
741
NBC Securities
Alabama
$571K
FM
742
Foster & Motley
Ohio
$570K
TW
743
TritonPoint Wealth
Maryland
$569K
WCFA
744
Walkner Condon Financial Advisors
Wisconsin
$568K
WCM
745
Winthrop Capital Management
Indiana
$565K
IF
746
IRON Financial
Illinois
$560K
CFA
747
Capstone Financial Advisors
Illinois
$560K
CNWM
748
Clay Northam Wealth Management
California
$558K
DAS
749
Dynamic Advisor Solutions
Arizona
$556K
MFA
750
Mayflower Financial Advisors
Massachusetts
$555K