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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
KFP
776
Keener Financial Planning
Texas
$500K
PFBT
777
Parkside Financial Bank & Trust
Missouri
$494K
ACM
778
Armbruster Capital Management
New York
$493K
CFG
779
Citizens Financial Group
Rhode Island
$491K
DWM
780
Dakota Wealth Management
Florida
$484K
MFC
781
Morris Financial Concepts
South Carolina
$473K
BDF
782
Black Diamond Financial
Maryland
$470K
B
783
BetterWealth
California
$469K
AMIM
784
Aull & Monroe Investment Management
Alabama
$466K
AWA
785
Arkadios Wealth Advisors
Georgia
$462K
AO
786
Advisor OS
Illinois
$461K
ECM
787
Evergreen Capital Management
Washington
$461K
WFA
788
West Financial Advisors
Iowa
$458K
BIM
789
Baldwin Investment Management
Pennsylvania
$457K
BlackRock
790
BlackRock
New York
$456K
AIM
791
Anchor Investment Management
South Carolina
$453K
GC
792
Gilbert & Cook
Iowa
$452K
ACP
793
Aviance Capital Partners
Florida
$452K
VIA
794
Vickerman Investment Advisors
Washington
$450K
VAG
795
VisionPoint Advisory Group
Texas
$449K
SHA
796
Seneca House Advisors
Virginia
$448K
ACM
797
AlphaStar Capital Management
North Carolina
$446K
AC
798
Apella Capital
Connecticut
$445K
FA
799
Fiduciary Alliance
South Carolina
$445K
AT
800
Arlington Trust
Alabama
$445K