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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
CIA
901
Capital Investment Advisors
Georgia
$324K
AFA
902
American Financial Advisors
Georgia
$322K
TWP
903
TFO Wealth Partners
Ohio
$320K
SEM
904
Strategic Equity Management
Arizona
$319K
FA
905
Fedenia Advisers
Wisconsin
$319K
CWA
906
Carolina Wealth Advisors
South Carolina
$317K
CAM
907
Councilmark Asset Management
Tennessee
$317K
CIP
908
Capital Insight Partners
Arizona
$315K
JC
909
JBGlobal.com
New York
$313K
PIA
910
Pinion Investment Advisors
Kansas
$312K
NPI
911
New Perspectives Inc
Mississippi
$312K
AUB
912
Atlantic Union Bankshares
Virginia
$312K
IFA
913
Index Fund Advisors
California
$312K
WCM
914
WealthBridge Capital Management
Ohio
$312K
CA
915
Clearstead Advisors
Ohio
$312K
PFP
916
Pinnacle Financial Partners
Tennessee
$311K
HWA
917
Heartwood Wealth Advisors
Virginia
$310K
RIM
918
Redwood Investment Management
Arizona
$307K
NCM
919
Noesis Capital Mangement
Florida
$307K
VBFP
920
Valtinson Bruner Financial Planning
Minnesota
$306K
MA
921
MONECO Advisors
Connecticut
$305K
NHT
922
New Hampshire Trust
New Hampshire
$305K
ACM
923
Advisors Capital Management
New Jersey
$303K
VHAM
924
Van Hulzen Asset Management
California
$303K
KBFS
925
Kohmann Bosshard Financial Services
Ohio
$302K