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Schwab US Broad Market ETF

1,197 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 107 funds opening new positions, 488 increasing their positions, 423 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
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
JWM
1026
Jackson Wealth Management
Florida
$219K
SCM
1027
Schnieders Capital Management
California
$218K
ACI
1028
Alpha Cubed Investments
California
$218K
CPCM
1029
Cardinal Point Capital Management
Ontario, Canada
$218K
VIA
1030
Victrix Investment Advisors
Florida
$217K
RRA
1031
Round Rock Advisors
Connecticut
$217K
WI
1032
Wedgewood Investors
Pennsylvania
$216K
SIC
1033
SJS Investment Consulting
Ohio
$215K
EAM
1034
Empirical Asset Management
Massachusetts
$215K
SIAP
1035
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$215K
DAC
1036
Dividend Assets Capital
South Carolina
$214K
WPIC
1037
White Pine Investment Company
Michigan
$214K
BAMG
1038
Brand Asset Management Group
Missouri
$214K
NEPWA
1039
New England Private Wealth Advisors
Massachusetts
$213K
AGC
1040
Aspen Grove Capital
Colorado
$213K
CWM
1041
Connecticut Wealth Management
Connecticut
$213K
AIM
1042
Aurora Investment Managers
Florida
$212K
BCM
1043
Becker Capital Management
Oregon
$211K
SAW
1044
Signal Advisors Wealth
Michigan
$209K
AIA
1045
Armor Investment Advisors
North Carolina
$209K
PCM
1046
Pennsylvania Capital Management
Pennsylvania
$209K
AIA
1047
Accelerate Investment Advisors
California
$206K
CFS
1048
Coordinated Financial Services
Colorado
$205K
CFA
1049
CWS Financial Advisors
Michigan
$204K
CWMK
1050
Caliber Wealth Management (Kansas)
Kansas
$204K