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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
MJRIC
851
Mogy Joel R Investment Counsel
California
$391K
MCA
852
Magnolia Capital Advisors
Mississippi
$390K
AWA
853
Alaska Wealth Advisors
Alaska
$389K
BWP
854
Baldwin Wealth Partners
Massachusetts
$387K
PCM
855
Perritt Capital Management
Illinois
$383K
PI
856
Pachira Investments
California
$381K
BFA
857
Bill Few Associates
Pennsylvania
$381K
CNBT
858
Canandaigua National Bank & Trust
New York
$379K
FFWA
859
FRG Family Wealth Advisors
Washington
$377K
LOIP
860
Live Oak Investment Partners
Texas
$377K
FSWA
861
Financial Synergies Wealth Advisors
Texas
$377K
JWBC
862
John W. Brooker & Co
California
$375K
AWM
863
Accredited Wealth Management
Kentucky
$374K
JWM
864
Jeppson Wealth Management
California
$374K
AP
865
Appleton Partners
Massachusetts
$371K
PI
866
PFG Investments
New York
$368K
BL
867
Balentine LLC
Georgia
$368K
ESB
868
Essex Savings Bank
Connecticut
$365K
BFM
869
Broadview Financial Management
Wisconsin
$364K
WAM
870
Worth Asset Management
Texas
$363K
VMMC
871
V.M. Manning & Co
South Carolina
$359K
SG
872
Somerset Group
Minnesota
$359K
FCIM
873
Fairview Capital Investment Management
California
$358K
CANC
874
Culbertson A N & Co
Virginia
$357K
AWM
875
Able Wealth Management
New Jersey
$356K