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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
AA
126
Ashford Advisors
New York
$17.8M
MFGP
127
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.6M
JJBC
128
James J. Burns & Company
New York
$16.8M
Corient Private Wealth
129
Corient Private Wealth
Florida
$16.5M
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$16.5M
FFN
131
Focus Financial Network
Minnesota
$16.4M
ECM
132
Elgethun Capital Management
South Dakota
$15.8M
PP
133
PrairieView Partners
Minnesota
$15.6M
Osaic Holdings
134
Osaic Holdings
Arizona
$15.3M
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$15.1M
AFG
136
Atomi Financial Group
New York
$15M
LPAM
137
Lodestar Private Asset Management
California
$14.9M
CKAIS
138
Christensen King & Associates Investment Services
Washington
$14.9M
RWIA
139
Roger Wittlin Investment Advisory
California
$14.8M
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$14.8M
OAJ
141
Ogorek Anthony Joseph
New York
$14.4M
VAS
142
Valicenti Advisory Services
New York
$14.2M
BIP
143
Blue Investment Partners
California
$13.9M
SWM
144
SigFig Wealth Management
California
$13.9M
Stifel Financial
145
Stifel Financial
Missouri
$13.9M
MFG
146
MidWestOne Financial Group
Iowa
$13.8M
MIA
147
Milestone Investment Advisors
Wisconsin
$13.6M
ZF
148
Zhang Financial
Michigan
$13.5M
OWM
149
Opes Wealth Management
California
$13.3M
BDFN
150
Bond & Devick Financial Network
Minnesota
$13M