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Schwab US Broad Market ETF

1,205 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, 481 increasing their positions, 450 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:

7% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 450

0% more funds holding

Funds holding: 1,2051,205 (0)

4.94% less ownership

Funds ownership: 37.23%32.29% (-4.9%)

Holders
1,205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
139
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
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
226
CVA Family Office
Colorado
$7.81M
JWA
227
JFS Wealth Advisors
Pennsylvania
$7.68M
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$7.64M
BJL
229
Brighton Jones LLC
Washington
$7.64M
VA
230
Valmark Advisers
Ohio
$7.43M
AIM
231
AHL Investment Management
Florida
$7.42M
RDWM
232
Red Door Wealth Management
Tennessee
$7.39M
SFC
233
Strategic Financial Concepts
Texas
$7.32M
MA
234
Mutual Advisors
Nebraska
$7.28M
SSWM
235
Sheets Smith Wealth Management
North Carolina
$7.17M
EFN
236
Equita Financial Network
Pennsylvania
$6.9M
BA
237
Ballast Advisors
Minnesota
$6.85M
ICM
238
Islay Capital Management
Texas
$6.81M
CPA
239
Cardiff Park Advisors
California
$6.79M
MPI
240
Mairs & Power Inc
Minnesota
$6.72M
WBCM
241
Wilson & Boucher Capital Management
California
$6.68M
AIA
242
Arcadia Investment Advisors
Idaho
$6.59M
FCM
243
Firestone Capital Management
Florida
$6.54M
EI
244
Ellevest Inc
New York
$6.49M
SWM
245
Seaside Wealth Management
California
$6.49M
DWM
246
Destination Wealth Management
California
$6.45M
PA
247
Parallel Advisors
California
$6.41M
GCM
248
Graver Capital Management
Ohio
$6.37M
SFWC
249
Strategic Family Wealth Counselors
New Jersey
$6.35M
SWM
250
SeaCrest Wealth Management
New York
$6.29M