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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
AWA
1051
Archvest Wealth Advisors
California
$203K
FYW
1052
Future You Wealth
New York
$203K
MFT
1053
Moisand Fitzgerald Tamayo
Florida
$202K
WW
1054
Westshore Wealth
California
$202K
RMF
1055
Red Mountain Financial
Colorado
$201K
QCMNJ
1056
Quantum Capital Management (New Jersey)
New Jersey
$197K
OSNBOA
1057
Old Second National Bank of Aurora
Illinois
$197K
FAI
1058
Fiduciary Advisors Inc
Missouri
$193K
CWM
1059
Crowley Wealth Management
Delaware
$192K
BF
1060
BOK Financial
Oklahoma
$176K
PS
1061
Principal Securities
Iowa
$175K
T
1062
Tidemark
California
$171K
FF
1063
Friedenthal Financial
New Jersey
$168K
EWA
1064
EverSource Wealth Advisors
Alabama
$167K
PCFFS
1065
Pacific Center for Financial Services
California
$164K
BFO
1066
Biltmore Family Office
North Carolina
$161K
TH
1067
TCTC Holdings
Texas
$147K
SMA
1068
Sage Mountain Advisors
Georgia
$146K
HCM
1069
Hollencrest Capital Management
California
$145K
PFSC
1070
Peoples Financial Services Corp
Pennsylvania
$143K
PCA
1071
Providence Capital Advisors
North Carolina
$140K
HHGA
1072
Halbert Hargrove Global Advisors
California
$135K
HPIA
1073
Hamilton Point Investment Advisors
North Carolina
$133K
RCM
1074
Richardson Capital Management
Wisconsin
$131K
IRC
1075
Investors Research Corp
Georgia
$127K