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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
JGIA
1126
Jackson Grant Investment Advisers
Connecticut
$30K
BCMLT
1127
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.1K
CFD
1128
Creative Financial Designs
Indiana
$28.6K
PWAM
1129
Private Wealth Asset Management
Iowa
$28.6K
MCA
1130
Maryland Capital Advisors
Maryland
$27.7K
BCM
1131
Blume Capital Management
California
$26.5K
PC
1132
Promus Capital
Illinois
$26.3K
CJH
1133
Christopher J. Hasenberg
Wisconsin
$25.8K
RIL
1134
Rothschild Investment LLC
Illinois
$24.9K
ETC
1135
Exchange Traded Concepts
Oklahoma
$22.9K
GJIA
1136
Glass Jacobson Investment Advisors
Maryland
$22.6K
TCM
1137
Traub Capital Management
Massachusetts
$21.4K
TFM
1138
TFC Financial Management
Massachusetts
$19.4K
TRCT
1139
Tower Research Capital (TRC)
New York
$18.7K
BHWM
1140
Beaird Harris Wealth Management
Texas
$17.9K
CW
1141
Cooksen Wealth
Texas
$17.4K
FP
1142
Financial Perspectives
Minnesota
$17.1K
RF
1143
Robbins Farley
New Hampshire
$16.5K
OW
1144
Olistico Wealth
Oklahoma
$15.8K
LI
1145
LRI Investments
Florida
$15.8K
KG
1146
Kilter Group
New York
$15.4K
KFI
1147
Key Financial Inc
Pennsylvania
$15.1K
EA
1148
Evolution Advisers
Virginia
$15K
IF
1149
Integrity Financial
Wyoming
$14.9K
MCM
1150
Manchester Capital Management
Vermont
$14.3K