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Schwab US Broad Market ETF

1,193 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
1,193
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
SA
76
Shilanski & Associates
Alaska
$28.4M
PAM
77
Pegasus Asset Management
New York
$28M
GAM
78
Gemmer Asset Management
California
$27.7M
Cerity Partners
79
Cerity Partners
New York
$27.2M
TI
80
Truepoint Inc
Ohio
$27.1M
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$26.8M
MCM
82
MAI Capital Management
Ohio
$26.5M
VNA
83
Valley National Advisers
Pennsylvania
$26.5M
HWA
84
Heritage Wealth Architects
Minnesota
$26.5M
SA
85
Strategic Advisors
New York
$26.3M
GA
86
GSG Advisors
New Jersey
$25.9M
GB
87
Goepper Burkhardt
South Carolina
$25.8M
Goldman Sachs
88
Goldman Sachs
New York
$25.8M
PIMG
89
Patriot Investment Management Group
Tennessee
$25.4M
BCWM
90
Bartlett & Co Wealth Management
Ohio
$24.9M
IDA
91
Intelligence Driven Advisers
California
$24.8M
FWI
92
Facet Wealth Inc
Maryland
$24.7M
SFC
93
SYM Financial Corp
Indiana
$24.3M
GWM
94
Global Wealth Management
New Jersey
$24.1M
WANY
95
Wealthspire Advisors (New York)
New York
$23.8M
RSWA
96
Robinson Smith Wealth Advisors
Maine
$23.8M
Fidelity Investments
97
Fidelity Investments
Massachusetts
$23.6M
SFP
98
Strategic Financial Planning
Texas
$23.4M
FNC
99
First National Corp
Massachusetts
$23.3M
CPIG
100
Chicago Partners Investment Group
Illinois
$22.7M