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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
BIG
1101
Brooklyn Investment Group
New York
$54.5K
BIA
1102
Bell Investment Advisors
California
$51.3K
EB
1103
Eastern Bank
Massachusetts
$49.2K
FHA
1104
First Horizon Advisors
Tennessee
$48.9K
GEA
1105
Glen Eagle Advisors
New Jersey
$48.8K
MWA
1106
Moser Wealth Advisors
Washington
$45.3K
OFG
1107
Oxford Financial Group
Indiana
$42.3K
AWM
1108
Aberdeen Wealth Management
Illinois
$42.3K
ACA
1109
American Capital Advisory
Idaho
$38.6K
MAM
1110
Marquette Asset Management
Minnesota
$38K
WPWM
1111
Western Pacific Wealth Management
Illinois
$37.5K
NG
1112
NWK Group
California
$36.7K
Kayne Anderson Rudnick Investment Management
1113
Kayne Anderson Rudnick Investment Management
California
$35.1K
HWM
1114
Hemington Wealth Management
Virginia
$35K
NRG
1115
Nemes Rush Group
Michigan
$34.6K
GI
1116
GAMMA Investing
California
$34.5K
CG
1117
Curat Global
New Hampshire
$34.2K
CIAS
1118
Capital Investment Advisory Services
North Carolina
$34.1K
VWM
1119
Vermillion Wealth Management
Minnesota
$33.4K
B
1120
Birchbrook
Maine
$33.4K
WPA
1121
Wealth Preservation Advisors
Tennessee
$32.9K
MEG
1122
Millstone Evans Group
Colorado
$32.3K
AFG
1123
Albion Financial Group
Utah
$30K
JGIA
1124
Jackson Grant Investment Advisers
Connecticut
$30K
BCMLT
1125
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.1K