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Schwab US Broad Market ETF

1,198 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 479 increasing their positions, 445 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: 479 | Existing positions reduced: 445

0% less funds holding

Funds holding: 1,2001,198 (-2)

4.94% less ownership

Funds ownership: 37.16%32.21% (-4.9%)

Holders
1,198
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
JWA
226
JFS Wealth Advisors
Pennsylvania
$7.68M
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$7.64M
BJL
228
Brighton Jones LLC
Washington
$7.64M
VA
229
Valmark Advisers
Ohio
$7.43M
AIM
230
AHL Investment Management
Florida
$7.42M
RDWM
231
Red Door Wealth Management
Tennessee
$7.39M
SFC
232
Strategic Financial Concepts
Texas
$7.32M
MA
233
Mutual Advisors
Nebraska
$7.28M
SSWM
234
Sheets Smith Wealth Management
North Carolina
$7.17M
EFN
235
Equita Financial Network
Pennsylvania
$6.9M
BA
236
Ballast Advisors
Minnesota
$6.85M
ICM
237
Islay Capital Management
Texas
$6.81M
CPA
238
Cardiff Park Advisors
California
$6.79M
MPI
239
Mairs & Power Inc
Minnesota
$6.72M
WBCM
240
Wilson & Boucher Capital Management
California
$6.68M
AIA
241
Arcadia Investment Advisors
Idaho
$6.59M
FCM
242
Firestone Capital Management
Florida
$6.54M
EI
243
Ellevest Inc
New York
$6.49M
SWM
244
Seaside Wealth Management
California
$6.49M
DWM
245
Destination Wealth Management
California
$6.45M
PA
246
Parallel Advisors
California
$6.41M
GCM
247
Graver Capital Management
Ohio
$6.37M
SFWC
248
Strategic Family Wealth Counselors
New Jersey
$6.35M
SWM
249
SeaCrest Wealth Management
New York
$6.29M
Chevy Chase Trust
250
Chevy Chase Trust
Maryland
$6.27M