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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
WA
751
Waterford Advisors
New York
$547K
SWM
752
Sterling Wealth Management
Illinois
$547K
LAIC
753
Lederer & Associates Investment Counsel
California
$546K
BF
754
Blankinship & Foster
California
$538K
CFO
755
Custos Family Office
Texas
$537K
SWM
756
Stockman Wealth Management
Montana
$536K
FA
757
Faithward Advisors
Pennsylvania
$534K
HAP
758
Harbor Asset Planning
Massachusetts
$527K
VCWA
759
Vanguard Capital Wealth Advisors
Colorado
$524K
BTI
760
Blue Trust Inc
Georgia
$523K
CWA
761
Clarity Wealth Advisors
California
$522K
SW
762
SteelPeak Wealth
California
$521K
HFS
763
Heritage Financial Services
Massachusetts
$519K
RAG
764
RIA Advisory Group
Iowa
$518K
NW
765
Naviter Wealth
Arkansas
$517K
HOWA
766
Heritage Oak Wealth Advisors
Florida
$516K
ATC
767
Argent Trust Co
Tennessee
$516K
NP
768
NorthRock Partners
Minnesota
$515K
PRI
769
Prepared Retirement Institute
Pennsylvania
$513K
EHC
770
Everett Harris & Co
California
$512K
SFG
771
Sovereign Financial Group
Connecticut
$511K
PSCM
772
Per Stirling Capital Management
Texas
$511K
HCC
773
Hirtle Callaghan & Co
Pennsylvania
$509K
FIA
774
Foundations Investment Advisors
Arizona
$505K
SRWM
775
Shira Ridge Wealth Management
California
$503K