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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
MCA
851
Magnolia Capital Advisors
Mississippi
$390K
AWA
852
Alaska Wealth Advisors
Alaska
$389K
BWP
853
Baldwin Wealth Partners
Massachusetts
$387K
PCM
854
Perritt Capital Management
Illinois
$383K
PI
855
Pachira Investments
California
$381K
BFA
856
Bill Few Associates
Pennsylvania
$381K
CNBT
857
Canandaigua National Bank & Trust
New York
$379K
FFWA
858
FRG Family Wealth Advisors
Washington
$377K
LOIP
859
Live Oak Investment Partners
Texas
$377K
FSWA
860
Financial Synergies Wealth Advisors
Texas
$377K
JWBC
861
John W. Brooker & Co
California
$375K
AWM
862
Accredited Wealth Management
Kentucky
$374K
JWM
863
Jeppson Wealth Management
California
$374K
AP
864
Appleton Partners
Massachusetts
$371K
PI
865
PFG Investments
New York
$368K
BL
866
Balentine LLC
Georgia
$368K
ESB
867
Essex Savings Bank
Connecticut
$365K
BFM
868
Broadview Financial Management
Wisconsin
$364K
WAM
869
Worth Asset Management
Texas
$363K
VMMC
870
V.M. Manning & Co
South Carolina
$359K
SG
871
Somerset Group
Minnesota
$359K
FCIM
872
Fairview Capital Investment Management
California
$358K
CANC
873
Culbertson A N & Co
Virginia
$357K
AWM
874
Able Wealth Management
New Jersey
$356K
AFS
875
Access Financial Services
Minnesota
$353K