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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
HNW
1176
High Note Wealth
Minnesota
$3.72K
FGC
1177
Financial Gravity Companies
Texas
$3.6K
AIA
1178
Aventus Investment Advisors
Florida
$3.32K
WA
1179
WestEnd Advisors
North Carolina
$3.29K
HFS
1180
Hopwood Financial Services
Virginia
$3.15K
RDFA
1181
Ritter Daniher Financial Advisory
Ohio
$3.08K
CFP
1182
Comprehensive Financial Planning
Pennsylvania
$3.06K
NB
1183
NBT Bank
New York
$3.01K
WAS
1184
Winch Advisory Services
Wisconsin
$2.01K
KHC
1185
Koesten Hirschmann & Crabtree
Kansas
$2K
AWM
1186
AllSquare Wealth Management
New York
$1.57K
NRWA
1187
North Ridge Wealth Advisors
Oregon
$1.43K
LFA
1188
Legend Financial Advisors
Pennsylvania
$1.43K
SWP
1189
Strategic Wealth Partners
Ohio
$1.14K
LWMI
1190
Legacy Wealth Management (Idaho)
Idaho
$1.02K
LIS
1191
Legacy Investment Solutions
Idaho
$1.02K
MAFA
1192
MJT & Associates Financial Advisory
Minnesota
$864
SIS
1193
Sound Income Strategies
Florida
$715
FLFS
1194
Family Legacy Financial Solutions
North Carolina
$527
RWA
1195
Redmont Wealth Advisors
Illinois
$472
CWM
1196
CarsonAllaria Wealth Management
Illinois
$453
HFS
1197
Hughes Financial Services
Virginia
$415
BA
1198
Bristlecone Advisors
Washington
$335
EWA
1199
EQ Wealth Advisors
Texas
$214
IA
1200
IFS Advisors
Kansas
$41