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Schwab US Broad Market ETF

1,200 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, 490 increasing their positions, 423 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,200
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
IF
1151
Integrity Financial
Wyoming
$14.9K
MCM
1152
Manchester Capital Management
Vermont
$14.3K
APW
1153
Aventura Private Wealth
Florida
$13.6K
CW
1154
Curio Wealth
Maryland
$13.5K
BWM
1155
Bernard Wealth Management
Michigan
$12.8K
HI
1156
Hoey Investments
Pennsylvania
$12.6K
AW
1157
Avion Wealth
Texas
$12K
RCM
1158
Raleigh Capital Management
North Carolina
$11.9K
KWM
1159
Kiker Wealth Management
Georgia
$11.9K
WWM
1160
Wolff Wiese Magana
California
$11.7K
OIA
1161
Optimum Investment Advisors
Illinois
$11.6K
MAWAG
1162
Mid-American Wealth Advisory Group
Missouri
$11.1K
MYIA
1163
Mount Yale Investment Advisors
Colorado
$10.8K
GWSG
1164
GPS Wealth Strategies Group
Colorado
$10.7K
BAM
1165
Bellevue Asset Management
Washington
$10K
MIM
1166
MTM Investment Management
South Carolina
$9.58K
PS
1167
Pinney & Scofield
Massachusetts
$9.2K
FFL
1168
Financial Freedom LLC
Ohio
$9.18K
PPA
1169
Painted Porch Advisors
California
$8.87K
PMIM
1170
Prudent Man Investment Management
Colorado
$8.04K
TVWM
1171
Tower View Wealth Management
Wisconsin
$7.4K
T
1172
Transce3nd
Texas
$6.58K
IWM
1173
IMG Wealth Management
Florida
$5.5K
NC
1174
NewSquare Capital
Pennsylvania
$5.15K
GWP
1175
Gen-Wealth Partners
Michigan
$4.85K