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Schwab US Broad Market ETF

1,187 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 476 increasing their positions, 439 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

8% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 439

1% less funds holding

Funds holding: 1,1971,187 (-10)

5.08% less ownership

Funds ownership: 37.15%32.07% (-5.1%)

Holders
1,187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.6M
Puts
$12.6M
Net Calls
Net Calls Change

Top Buyers

1 +$106M
2 +$35.3M
3 +$34M
4
MWM
Modern Wealth Management
Kansas
+$31.6M
5
Jane Street
Jane Street
New York
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
226
Valmark Advisers
Ohio
$7.43M
AIM
227
AHL Investment Management
Florida
$7.42M
RDWM
228
Red Door Wealth Management
Tennessee
$7.39M
SFC
229
Strategic Financial Concepts
Texas
$7.32M
MA
230
Mutual Advisors
Nebraska
$7.28M
SSWM
231
Sheets Smith Wealth Management
North Carolina
$7.17M
EFN
232
Equita Financial Network
Pennsylvania
$6.9M
BA
233
Ballast Advisors
Minnesota
$6.85M
ICM
234
Islay Capital Management
Texas
$6.81M
CPA
235
Cardiff Park Advisors
California
$6.79M
MPI
236
Mairs & Power Inc
Minnesota
$6.72M
WBCM
237
Wilson & Boucher Capital Management
California
$6.68M
AIA
238
Arcadia Investment Advisors
Idaho
$6.59M
FCM
239
Firestone Capital Management
Florida
$6.54M
EI
240
Ellevest Inc
New York
$6.49M
SWM
241
Seaside Wealth Management
California
$6.49M
DWM
242
Destination Wealth Management
California
$6.45M
PA
243
Parallel Advisors
California
$6.41M
GCM
244
Graver Capital Management
Ohio
$6.37M
SFWC
245
Strategic Family Wealth Counselors
New Jersey
$6.35M
SWM
246
SeaCrest Wealth Management
New York
$6.29M
Chevy Chase Trust
247
Chevy Chase Trust
Maryland
$6.27M
SWRP
248
Summit Wealth & Retirement Planning
California
$6.19M
PMG
249
ProVise Management Group
Florida
$6.12M
EH
250
Equitable Holdings
New York
$6.05M