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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
LWM
801
Lakeridge Wealth Management
Ohio
$445K
FBB
802
Fulton Breakefield Broenniman
Maryland
$443K
SFS
803
Sowell Financial Services
Arkansas
$441K
WS
804
Wedbush Securities
California
$441K
HCP
805
Hardin Capital Partners
South Carolina
$440K
TIA
806
Tiemann Investment Advisors
California
$440K
RWP
807
Revolve Wealth Partners
New Jersey
$438K
LWM
808
Level Wealth Management
North Carolina
$438K
S4W
809
Solutions 4 Wealth
Texas
$437K
VFA
810
Valeo Financial Advisors
Indiana
$434K
GC
811
Garde Capital
Washington
$432K
PWA
812
Physician Wealth Advisors
Utah
$431K
HR
813
Hardy Reed
Mississippi
$431K
RCWM
814
Royal Capital Wealth Management
Indiana
$431K
RFC
815
Regions Financial Corp
Alabama
$430K
YAL
816
Your Advocates Ltd
Texas
$430K
SFP
817
Shepherd Financial Partners
Massachusetts
$428K
SRC
818
Sage Rhino Capital
California
$427K
SPWM
819
Schrum Private Wealth Management
Florida
$425K
SFG
820
Sage Financial Group
Pennsylvania
$424K
CPG
821
Cornerstone Planning Group
New Jersey
$424K
RFP
822
Root Financial Partners
California
$423K
EW
823
Evoke Wealth
California
$423K
ONSWM
824
Old North State Wealth Management
North Carolina
$422K
Two Sigma Investments
825
Two Sigma Investments
New York
$422K