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