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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
MFA
751
Mayflower Financial Advisors
Massachusetts
$555K
WA
752
Waterford Advisors
New York
$547K
SWM
753
Sterling Wealth Management
Illinois
$547K
LAIC
754
Lederer & Associates Investment Counsel
California
$546K
BF
755
Blankinship & Foster
California
$538K
CFO
756
Custos Family Office
Texas
$537K
SWM
757
Stockman Wealth Management
Montana
$536K
FA
758
Faithward Advisors
Pennsylvania
$534K
HAP
759
Harbor Asset Planning
Massachusetts
$527K
VCWA
760
Vanguard Capital Wealth Advisors
Colorado
$524K
BTI
761
Blue Trust Inc
Georgia
$523K
CWA
762
Clarity Wealth Advisors
California
$522K
SW
763
SteelPeak Wealth
California
$521K
HFS
764
Heritage Financial Services
Massachusetts
$519K
RAG
765
RIA Advisory Group
Iowa
$518K
NW
766
Naviter Wealth
Arkansas
$517K
HOWA
767
Heritage Oak Wealth Advisors
Florida
$516K
ATC
768
Argent Trust Co
Tennessee
$516K
NP
769
NorthRock Partners
Minnesota
$515K
PRI
770
Prepared Retirement Institute
Pennsylvania
$513K
EHC
771
Everett Harris & Co
California
$512K
SFG
772
Sovereign Financial Group
Connecticut
$511K
PSCM
773
Per Stirling Capital Management
Texas
$511K
HCC
774
Hirtle Callaghan & Co
Pennsylvania
$509K
FIA
775
Foundations Investment Advisors
Arizona
$505K