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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
Financial Engines Advisors
251
Financial Engines Advisors
California
$6.02M
SAI
252
Savvy Advisors Inc
New York
$6.01M
KIA
253
KCM Investment Advisors
California
$5.99M
OCPWS
254
One Charles Private Wealth Services
Massachusetts
$5.94M
AAMC
255
Asset Allocation & Management Company
Illinois
$5.93M
VCM
256
Vivaldi Capital Management
Illinois
$5.93M
LJAC
257
L.J. Altfest & Co
New York
$5.87M
HTWM
258
Hartmann Taylor Wealth Management
Texas
$5.87M
EWM
259
Empirical Wealth Management
Washington
$5.79M
DPI
260
Diversified Portfolios Inc
Michigan
$5.54M
SIM
261
Stratos Investment Management
Ohio
$5.45M
SP
262
Successful Portfolios
Florida
$5.45M
STA
263
Summit Trail Advisors
New York
$5.41M
CI
264
Cordant Inc
Oregon
$5.39M
OFS
265
OneAscent Financial Services
Alabama
$5.37M
MF
266
Midwestern Financial
Iowa
$5.36M
SWM
267
Seed Wealth Management
Illinois
$5.35M
IWC
268
Integrated Wealth Concepts
Massachusetts
$5.27M
BIP
269
Blueprint Investment Partners
North Carolina
$5.27M
PIM
270
Pullen Investment Management
Florida
$5.18M
NI
271
NYL Investors
New York
$5.14M
MWM
272
Maridea Wealth Management
New York
$5.14M
VVP
273
Venture Visionary Partners
Ohio
$5.07M
BAM
274
Berkshire Asset Management
Pennsylvania
$5.04M
AOWM
275
Alpha Omega Wealth Management
Virginia
$5.03M