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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
SRWM
776
Shira Ridge Wealth Management
California
$503K
KFP
777
Keener Financial Planning
Texas
$500K
PFBT
778
Parkside Financial Bank & Trust
Missouri
$494K
ACM
779
Armbruster Capital Management
New York
$493K
CFG
780
Citizens Financial Group
Rhode Island
$491K
DWM
781
Dakota Wealth Management
Florida
$484K
MFC
782
Morris Financial Concepts
South Carolina
$473K
BDF
783
Black Diamond Financial
Maryland
$470K
B
784
BetterWealth
California
$469K
AMIM
785
Aull & Monroe Investment Management
Alabama
$466K
AWA
786
Arkadios Wealth Advisors
Georgia
$462K
AO
787
Advisor OS
Illinois
$461K
ECM
788
Evergreen Capital Management
Washington
$461K
WFA
789
West Financial Advisors
Iowa
$458K
BIM
790
Baldwin Investment Management
Pennsylvania
$457K
BlackRock
791
BlackRock
New York
$456K
AIM
792
Anchor Investment Management
South Carolina
$453K
GC
793
Gilbert & Cook
Iowa
$452K
ACP
794
Aviance Capital Partners
Florida
$452K
VIA
795
Vickerman Investment Advisors
Washington
$450K
VAG
796
VisionPoint Advisory Group
Texas
$449K
SHA
797
Seneca House Advisors
Virginia
$448K
ACM
798
AlphaStar Capital Management
North Carolina
$446K
AC
799
Apella Capital
Connecticut
$445K
FA
800
Fiduciary Alliance
South Carolina
$445K