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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
DAM
1176
Delta Asset Management
Tennessee
$4.84K
TWC
1177
TD Waterhouse Canada
Ontario, Canada
$4.71K
BBHC
1178
Brown Brothers Harriman & Co
New York
$4.29K
HNW
1179
High Note Wealth
Minnesota
$3.72K
FGC
1180
Financial Gravity Companies
Texas
$3.6K
AIA
1181
Aventus Investment Advisors
Florida
$3.32K
WA
1182
WestEnd Advisors
North Carolina
$3.29K
HFS
1183
Hopwood Financial Services
Virginia
$3.15K
RDFA
1184
Ritter Daniher Financial Advisory
Ohio
$3.08K
CFP
1185
Comprehensive Financial Planning
Pennsylvania
$3.06K
NB
1186
NBT Bank
New York
$3.01K
WAS
1187
Winch Advisory Services
Wisconsin
$2.01K
KHC
1188
Koesten Hirschmann & Crabtree
Kansas
$2K
AWM
1189
AllSquare Wealth Management
New York
$1.57K
NRWA
1190
North Ridge Wealth Advisors
Oregon
$1.43K
LFA
1191
Legend Financial Advisors
Pennsylvania
$1.43K
SWP
1192
Strategic Wealth Partners
Ohio
$1.14K
LWMI
1193
Legacy Wealth Management (Idaho)
Idaho
$1.02K
LIS
1194
Legacy Investment Solutions
Idaho
$1.02K
MAFA
1195
MJT & Associates Financial Advisory
Minnesota
$864
SIS
1196
Sound Income Strategies
Florida
$715
FLFS
1197
Family Legacy Financial Solutions
North Carolina
$527
RWA
1198
Redmont Wealth Advisors
Illinois
$472
CWM
1199
CarsonAllaria Wealth Management
Illinois
$453
HFS
1200
Hughes Financial Services
Virginia
$415