We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

1,210 hedge funds and large institutions have $12.1B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 483 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $12.6M

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

7% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$821M)

1% more funds holding in top 10

Funds holding in top 10: 137139 (+2)

7% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 451

0% more funds holding

Funds holding: 1,2091,210 (+1)

4.93% less ownership

Funds ownership: 37.24%32.31% (-4.9%)

Holders
1,210
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
15.88%
Holding in Top 10
139
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.46%
% of All Funds
1.82%
New
77
Increased
483
Reduced
451
Closed
48
Calls
$34.6M
Puts
$12.6M
Net Calls
+$22M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
226
CVA Family Office
Colorado
$7.81M +$421 +17 +0%
JWA
227
JFS Wealth Advisors
Pennsylvania
$7.68M +$11.9K +481 +0.2%
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$7.64M -$1.79M -72,128 -20%
BJL
229
Brighton Jones LLC
Washington
$7.64M +$1.78M +71,738 +32%
VA
230
Valmark Advisers
Ohio
$7.43M -$45.9K -1,856 -0.6%
AIM
231
AHL Investment Management
Florida
$7.42M -$92K -3,718 -1%
RDWM
232
Red Door Wealth Management
Tennessee
$7.39M +$1.05M +42,539 +17%
SFC
233
Strategic Financial Concepts
Texas
$7.32M +$1.79M +72,319 +34%
MA
234
Mutual Advisors
Nebraska
$7.28M +$155K +6,242 +2%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$7.17M -$578K -23,340 -8%
EFN
236
Equita Financial Network
Pennsylvania
$6.9M -$32.5K -1,314 -0.5%
BA
237
Ballast Advisors
Minnesota
$6.85M +$225K +9,078 +4%
ICM
238
Islay Capital Management
Texas
$6.81M +$190K +7,669 +3%
CPA
239
Cardiff Park Advisors
California
$6.79M +$65.2K +2,636 +1%
MPI
240
Mairs & Power Inc
Minnesota
$6.72M
WBCM
241
Wilson & Boucher Capital Management
California
$6.68M -$87.6K -3,539 -1%
AIA
242
Arcadia Investment Advisors
Idaho
$6.59M -$324K -13,100 -5%
FCM
243
Firestone Capital Management
Florida
$6.54M +$198K +8,007 +3%
EI
244
Ellevest Inc
New York
$6.49M -$134K -5,416 -2%
SWM
245
Seaside Wealth Management
California
$6.49M +$227K +9,161 +4%
DWM
246
Destination Wealth Management
California
$6.45M -$433K -17,492 -7%
PA
247
Parallel Advisors
California
$6.41M -$25.1K -1,016 -0.4%
GCM
248
Graver Capital Management
Ohio
$6.37M -$300K -12,126 -5%
SFWC
249
Strategic Family Wealth Counselors
New Jersey
$6.35M -$79K -3,192 -1%
SWM
250
SeaCrest Wealth Management
New York
$6.29M +$27.3K +1,104 +0.5%