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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
BIM
101
Breakwater Investment Management
Washington
$22.3M
SFG
102
Socha Financial Group
New York
$22.2M
PAYA
103
Phil A. Younker & Associates
Alaska
$22M
TWM
104
Tanglewood Wealth Management
Texas
$22M
HI
105
Harbour Investments
Wisconsin
$22M
GLR
106
Great Lakes Retirement
Ohio
$21.4M
VCP
107
Vista Capital Partners
Oregon
$21.2M
MWP
108
Meridian Wealth Partners
Pennsylvania
$21M
DW
109
Dodds Wealth
Colorado
$20.9M
CHJWM
110
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.9M
SNWA
111
Siligmueller & Norvid Wealth Advisors
Illinois
$20.9M
WC
112
Wynn Capital
Georgia
$20.7M
UCFA
113
United Capital Financial Advisors
Texas
$20.6M
SI
114
Stonekeep Investments
New Mexico
$20.5M
SF
115
Schaeffer Financial
Maryland
$20.5M
IAS
116
IMA Advisory Services
Colorado
$20.3M
AWM
117
Avior Wealth Management
Nebraska
$20.1M
CCA
118
Cobblestone Capital Advisors
New York
$19.6M
TWM
119
Tradition Wealth Management
Minnesota
$19.4M
AssetMark Inc
120
AssetMark Inc
California
$19M
Lido Advisors
121
Lido Advisors
California
$18.8M
LW
122
Libra Wealth
California
$18.1M
RBC
123
Roble Belko & Company
Pennsylvania
$18.1M
MAS
124
Madden Advisory Services
Florida
$18.1M
CBA
125
Coastal Bridge Advisors
Connecticut
$17.9M