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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
DAS
976
Diversify Advisory Services
Utah
$255K
WIM
977
Warwick Investment Management
Texas
$254K
Bessemer Group
978
Bessemer Group
New Jersey
$254K
CPSAC
979
Chas P. Smith & Associates (CPS)
Florida
$252K
IFS
980
Ifrah Financial Services
Arkansas
$252K
W
981
Wealthquest
Ohio
$252K
CFIA
982
Cantor Fitzgerald Investment Advisors
New York
$251K
OCM
983
Orion Capital Management
California
$251K
CAC
984
Certified Advisory Corp
Florida
$250K
QPWM
985
Quadrant Private Wealth Management
Pennsylvania
$247K
RA
986
Ruggaard & Associates
Ohio
$245K
AA
987
Auxano Advisors
Washington
$245K
SCTC
988
Sanibel Captiva Trust Company
Florida
$244K
BMCM
989
Bryn Mawr Capital Management
Pennsylvania
$244K
NA
990
Nordwand Advisors
Pennsylvania
$243K
HA
991
HC Advisors
Georgia
$243K
QFPS
992
Quantum Financial Planning Services
Washington
$242K
SAM
993
Secure Asset Management
Michigan
$242K
APW
994
Aurora Private Wealth
New Jersey
$242K
FIA
995
FPC Investment Advisory
California
$242K
GWANC
996
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K
SLA
997
Silver Lake Advisory
Utah
$240K
SI
998
Stephens Inc
Arkansas
$240K
RPSA
999
Richard P. Slaughter Associates
Texas
$237K
BWA
1000
Babb Wealth Advisors
Arizona
$237K