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
Chevy Chase Trust
251
Chevy Chase Trust
Maryland
$6.27M
SWRP
252
Summit Wealth & Retirement Planning
California
$6.19M +$17.2K +693 +0.3%
PMG
253
ProVise Management Group
Florida
$6.12M -$207K -8,343 -3%
EH
254
Equitable Holdings
New York
$6.05M +$132K +5,332 +2%
Financial Engines Advisors
255
Financial Engines Advisors
California
$6.02M +$26.9K +1,088 +0.5%
SAI
256
Savvy Advisors Inc
New York
$6.01M +$205K +8,281 +4%
KIA
257
KCM Investment Advisors
California
$5.99M +$941 +38 +0%
OCPWS
258
One Charles Private Wealth Services
Massachusetts
$5.94M +$67.2K +2,716 +1%
AAMC
259
Asset Allocation & Management Company
Illinois
$5.93M
VCM
260
Vivaldi Capital Management
Illinois
$5.93M +$586K +23,672 +11%
LJAC
261
L.J. Altfest & Co
New York
$5.87M -$3.46K -140 -0.1%
HTWM
262
Hartmann Taylor Wealth Management
Texas
$5.87M
EWM
263
Empirical Wealth Management
Washington
$5.79M +$2.6M +105,116 +88%
DPI
264
Diversified Portfolios Inc
Michigan
$5.54M +$23.6K +955 +0.4%
BNMT
265
Bawa N Mallick Trust
New York
$5.46M
SIM
266
Stratos Investment Management
Ohio
$5.45M -$262K -10,569 -5%
SP
267
Successful Portfolios
Florida
$5.45M +$30.1K +1,218 +0.6%
STA
268
Summit Trail Advisors
New York
$5.41M -$49.7K -2,007 -0.9%
CI
269
Cordant Inc
Oregon
$5.39M -$21.1K -854 -0.4%
OFS
270
OneAscent Financial Services
Alabama
$5.37M +$493K +19,921 +11%
MF
271
Midwestern Financial
Iowa
$5.36M -$1.03M -41,520 -17%
SWM
272
Seed Wealth Management
Illinois
$5.35M -$458K -18,520 -8%
IWC
273
Integrated Wealth Concepts
Massachusetts
$5.27M +$13.8K +557 +0.3%
BIP
274
Blueprint Investment Partners
North Carolina
$5.27M +$490K +19,777 +11%
PIM
275
Pullen Investment Management
Florida
$5.18M +$50 +2 +0%