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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
BWA
951
Burt Wealth Advisors
Maryland
$275K
WP
952
WealthShield Partners
North Carolina
$273K
MSWMA
953
Market Street Wealth Management Advisors
Indiana
$273K
PWM
954
Paulson Wealth Management
Illinois
$273K
WTC
955
WhitTier Trust Company
Nevada
$272K
FFA
956
Fragasso Financial Advisors
Pennsylvania
$272K
SCA
957
Snowden Capital Advisors
New York
$271K
NFG
958
Nations Financial Group
Iowa
$269K
SPA
959
Sentinel Pension Advisors
Massachusetts
$269K
MM
960
Main Management
California
$267K
AWM
961
Act Wealth Management
Texas
$267K
PC
962
Prairiewood Capital
North Dakota
$267K
GFP
963
Guardian Financial Partners
California
$267K
CWS
964
Cypress Wealth Services
California
$266K
BAWC
965
Boyce & Associates Wealth Consulting
Texas
$266K
Qube Research & Technologies (QRT)
966
Qube Research & Technologies (QRT)
United Kingdom
$261K
KWM
967
Kingsview Wealth Management
Oregon
$258K
FLPIM
968
F.L. Putnam Investment Management
Massachusetts
$257K
TH
969
Team Hewins
California
$257K
BWA
970
Beam Wealth Advisors
Louisiana
$256K
4WM
971
49 Wealth Management
Texas
$256K
RF
972
Rossby Financial
Florida
$256K
VWM
973
Vigilare Wealth Management
Arizona
$255K
GA
974
Goldstein Advisors
Wisconsin
$255K
AIMC
975
Alley Investment Management Company
Illinois
$255K