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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
WPW
176
Waldron Private Wealth
Pennsylvania
$10.7M
VA
177
Vestwell Advisors
New York
$10.7M
NA
178
NewEdge Advisors
Louisiana
$10.6M
TFF
179
The Family Firm
Maryland
$10.5M
AWMG
180
Alliance Wealth Management Group
New Jersey
$10.2M
TCM
181
Towercrest Capital Management
Pennsylvania
$10.2M
DKCM
182
Davidson Kahn Capital Management
California
$10.1M
SF
183
Summit Financial
New Jersey
$10M
LCM
184
Liberty Capital Management
Michigan
$9.92M
GVAG
185
Great Valley Advisor Group
Delaware
$9.9M
PCIA
186
Prime Capital Investment Advisors
Kansas
$9.86M
AA
187
Apriem Advisors
California
$9.83M
FOA
188
Five Oceans Advisors
California
$9.78M
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$9.56M
CAM
190
Cresset Asset Management
Illinois
$9.51M
MGIA
191
Moneta Group Investment Advisors
Missouri
$9.35M
SA
192
SRH Advisors
Kansas
$9.24M
JIC
193
Johnson Investment Counsel
Ohio
$9.23M
FT
194
Fiduciary Trust
Massachusetts
$9.19M
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$8.8M
WFP
196
Wrenne Financial Planning
Kentucky
$8.68M
RIM
197
Rockbridge Investment Management
New York
$8.56M
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$8.44M
AllianceBernstein
199
AllianceBernstein
Tennessee
$8.4M
EFG
200
Embree Financial Group
Illinois
$8.23M