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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
Comerica Bank
876
Comerica Bank
Texas
$348K
G
877
Gainplan
Michigan
$347K
PWP
878
Precedent Wealth Partners
Texas
$346K
NBWM
879
North Berkeley Wealth Management
California
$343K
AWC
880
Adamsbrown Wealth Consultants
Kansas
$342K
CGPCS
881
Capital Group Private Client Services
California
$341K
CCM
882
Coldstream Capital Management
Washington
$338K
MFG
883
Magnus Financial Group
New York
$338K
AFA
884
AA Financial Advisors
Ohio
$338K
PMFA
885
Plante Moran Financial Advisors
Michigan
$337K
VCM
886
Versant Capital Management
Arizona
$336K
LF
887
LifeSteps Financial
California
$335K
CB
888
Commerce Bank
Missouri
$335K
CCA
889
Clarity Capital Advisors
Florida
$334K
GLLW
890
Graves Light Lenhart Wealth
Virginia
$333K
USCWA
891
U.S. Capital Wealth Advisors
Texas
$331K
ZRP
892
Zynergy Retirement Planning
New Jersey
$330K
GS
893
GTS Securities
New York
$327K
CW
894
CreativeOne Wealth
Kansas
$327K
LWM
895
Liberty Wealth Management
California
$326K
UB
896
UMB Bank
Missouri
$326K
VPIM
897
Vanguard Personalized Indexing Management
California
$326K
BW
898
BIP Wealth
Georgia
$326K
TP
899
Tranquility Partners
Tennessee
$325K
FAIM
900
Financial Advocates Investment Management
Washington
$324K