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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
Russell Investments Group
1001
Russell Investments Group
United Kingdom
$236K
MFWP
1002
Mosaic Family Wealth Partners
Missouri
$235K
TFS
1003
Thoroughbred Financial Services
Tennessee
$233K
SQA
1004
Simon Quick Advisors
New Jersey
$233K
WSFS
1005
Wilmington Savings Fund Society
Delaware
$232K
ACM
1006
Aspen Capital Management
Idaho
$230K
KL
1007
KilterHowling LLC
Colorado
$230K
SFP
1008
Sterling Financial Planning
New Jersey
$230K
DSA
1009
Droms Strauss Advisors
Missouri
$230K
OWP
1010
Obermeyer Wealth Partners
Colorado
$229K
RSC
1011
Red Spruce Capital
Pennsylvania
$227K
RP
1012
Riverwater Partners
Wisconsin
$225K
TF
1013
Trek Financial
Arizona
$224K
DFC
1014
DB Fitzpatrick & Co
Idaho
$223K
AWAG
1015
ARS Wealth Advisors Group
Florida
$223K
WCP
1016
Wick Capital Partners
Pennsylvania
$223K
SWM
1017
Spire Wealth Management
Virginia
$222K
JBA
1018
Johnson Bixby & Associates
Washington
$222K
GCM
1019
Glaxis Capital Management
Florida
$222K
HSWM
1020
Hubbell Strickland Wealth Management
Louisiana
$221K
CAWM
1021
Capital A Wealth Management
Pennsylvania
$221K
BRWA
1022
B. Riley Wealth Advisors
Florida
$221K
BFS
1023
BridgePort Financial Solutions
Iowa
$220K
BAAM
1024
Baker Avenue Asset Management
California
$220K
JWM
1025
Jackson Wealth Management
Florida
$219K