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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
BW
926
BostonPremier Wealth
Massachusetts
$301K
CIA
927
Choate Investment Advisors
Massachusetts
$301K
AAS
928
Ameritas Advisory Services
Nebraska
$300K
BFG
929
Berger Financial Group
Minnesota
$298K
QWM
930
Quadcap Wealth Management
Texas
$298K
VWM
931
Venturi Wealth Management
Texas
$296K
CE
932
Cornerstone Enterprises
Wisconsin
$296K
DB
933
Dravo Bay
Delaware
$296K
PP
934
Patten & Patten
Tennessee
$295K
PCI
935
Planning Center Inc
Illinois
$295K
PW
936
PUREfi Wealth
Massachusetts
$294K
BPWM
937
Badgley Phelps Wealth Managers
Washington
$294K
PK
938
Pflug Koory
Nebraska
$294K
RPA
939
Rock Point Advisors
Vermont
$292K
GD
940
Grandfield & Dodd
New York
$292K
SG
941
StoneX Group
New York
$287K
SIMC
942
Squire Investment Management Company
Utah
$286K
CGA
943
Crescent Grove Advisors
Illinois
$286K
NRC
944
New Republic Capital
North Carolina
$285K
AP
945
Americana Partners
Texas
$284K
FFA
946
Founders Financial Alliance
North Carolina
$283K
CCMI
947
Creative Capital Management Investments
California
$281K
CA
948
Claris Advisors
Missouri
$281K
SAM
949
Silvercrest Asset Management
New York
$279K
MFF
950
Michels Family Financial
Texas
$277K