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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
CW
1151
Curio Wealth
Maryland
$13.5K
BWM
1152
Bernard Wealth Management
Michigan
$12.8K
HI
1153
Hoey Investments
Pennsylvania
$12.6K
AW
1154
Avion Wealth
Texas
$12K
RCM
1155
Raleigh Capital Management
North Carolina
$11.9K
KWM
1156
Kiker Wealth Management
Georgia
$11.9K
WWM
1157
Wolff Wiese Magana
California
$11.7K
OIA
1158
Optimum Investment Advisors
Illinois
$11.6K
MAWAG
1159
Mid-American Wealth Advisory Group
Missouri
$11.1K
MYIA
1160
Mount Yale Investment Advisors
Colorado
$10.8K
GWSG
1161
GPS Wealth Strategies Group
Colorado
$10.7K
BAM
1162
Bellevue Asset Management
Washington
$10K
MIM
1163
MTM Investment Management
South Carolina
$9.58K
PS
1164
Pinney & Scofield
Massachusetts
$9.2K
FFL
1165
Financial Freedom LLC
Ohio
$9.18K
PPA
1166
Painted Porch Advisors
California
$8.87K
PMIM
1167
Prudent Man Investment Management
Colorado
$8.04K
TVWM
1168
Tower View Wealth Management
Wisconsin
$7.4K
T
1169
Transce3nd
Texas
$6.58K
IWM
1170
IMG Wealth Management
Florida
$5.5K
NC
1171
NewSquare Capital
Pennsylvania
$5.15K
GWP
1172
Gen-Wealth Partners
Michigan
$4.85K
DAM
1173
Delta Asset Management
Tennessee
$4.84K
TWC
1174
TD Waterhouse Canada
Ontario, Canada
$4.71K
BBHC
1175
Brown Brothers Harriman & Co
New York
$4.29K