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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
Northern Trust
201
Northern Trust
Illinois
$8.21M
BCM
202
Brookstone Capital Management
Illinois
$8.16M
BA
203
Brightwater Advisory
Florida
$8.15M
FA
204
Fagan Associates
New York
$8.15M
FWM
205
FFT Wealth Management
Pennsylvania
$7.93M
JFG
206
JMG Financial Group
Illinois
$7.93M
DI
207
Disciplined Investors
Texas
$7.91M
VFIC
208
Valley Forge Investment Consultants
Pennsylvania
$7.9M
MSS
209
Mitchell Sinkler & Starr
Pennsylvania
$7.81M
JPLA
210
Joseph P. Lucia & Associates
New York
$7.8M
BI
211
Ballast Inc
Kentucky
$7.8M
OFG
212
Orcam Financial Group
California
$7.79M
CFMC
213
Curbstone Financial Management Corp
New Hampshire
$7.76M
SHJ
214
Sharkey, Howes & Javer
Colorado
$7.72M
RF
215
RHS Financial
California
$7.67M
MSFS
216
Main Street Financial Solutions
Pennsylvania
$7.64M
WKWM
217
Walter & Keenan Wealth Management
Indiana
$7.57M
NIA
218
NBZ Investment Advisors
Tennessee
$7.48M
CFO
219
CVA Family Office
Colorado
$7.24M
SSWM
220
Sheets Smith Wealth Management
North Carolina
$7.2M
JWA
221
JFS Wealth Advisors
Pennsylvania
$7.11M
CP
222
Creekside Partners
California
$7.1M
William Blair & Company
223
William Blair & Company
Illinois
$7.08M
AIM
224
AHL Investment Management
Florida
$6.97M
VA
225
Valmark Advisers
Ohio
$6.93M