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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
BOC
1226
Blue Oak Capital
California
OC
1227
Oppenheimer & Co
New York
CCM
1228
Ciovacco Capital Management
Georgia
RI
1229
Rinkey Investments
California
VCM
1230
Virtue Capital Management
Tennessee
LFAS
1231
Level Four Advisory Services
Texas
SXL
1232
Summit X LLC
Missouri
CA
1233
Continuum Advisory
Idaho
CWC
1234
Carolinas Wealth Consulting
North Carolina
AG
1235
AmeriFlex Group
Nevada
LWANC
1236
Laurel Wealth Advisors (North Carolina)
North Carolina
3IP
1237
3Chopt Investment Partners
Virginia
GFPC
1238
Global Financial Private Client
Florida
WAG
1239
Wiser Advisor Group
Arizona
AGWCA
1240
Annis Gardner Whiting Capital Advisors
Florida
SIM
1241
Studio Investment Management
Illinois
SIM
1242
Synergy Investment Management
Florida
WT
1243
Washington Trust
Rhode Island
GWSA
1244
Global Wealth Strategies & Associates
Colorado
HCP
1245
Hexagon Capital Partners
Arkansas
HT
1246
Headlands Technologies
Illinois
IWM
1247
Inlight Wealth Management
Georgia
CTA
1248
Colonial Trust Advisors
South Carolina