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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
HI
1151
Hoey Investments
Pennsylvania
$12.6K
AW
1152
Avion Wealth
Texas
$12K
RCM
1153
Raleigh Capital Management
North Carolina
$11.9K
KWM
1154
Kiker Wealth Management
Georgia
$11.9K
WWM
1155
Wolff Wiese Magana
California
$11.7K
OIA
1156
Optimum Investment Advisors
Illinois
$11.6K
MAWAG
1157
Mid-American Wealth Advisory Group
Missouri
$11.1K
MYIA
1158
Mount Yale Investment Advisors
Colorado
$10.8K
GWSG
1159
GPS Wealth Strategies Group
Colorado
$10.7K
BAM
1160
Bellevue Asset Management
Washington
$10K
MIM
1161
MTM Investment Management
South Carolina
$9.58K
PS
1162
Pinney & Scofield
Massachusetts
$9.2K
FFL
1163
Financial Freedom LLC
Ohio
$9.18K
PPA
1164
Painted Porch Advisors
California
$8.87K
PMIM
1165
Prudent Man Investment Management
Colorado
$8.04K
TVWM
1166
Tower View Wealth Management
Wisconsin
$7.4K
T
1167
Transce3nd
Texas
$6.58K
IWM
1168
IMG Wealth Management
Florida
$5.5K
NC
1169
NewSquare Capital
Pennsylvania
$5.15K
GWP
1170
Gen-Wealth Partners
Michigan
$4.85K
DAM
1171
Delta Asset Management
Tennessee
$4.84K
TWC
1172
TD Waterhouse Canada
Ontario, Canada
$4.71K
BBHC
1173
Brown Brothers Harriman & Co
New York
$4.29K
HNW
1174
High Note Wealth
Minnesota
$3.72K
FGC
1175
Financial Gravity Companies
Texas
$3.6K