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