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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
Chevy Chase Trust
251
Chevy Chase Trust
Maryland
$6.27M
SWRP
252
Summit Wealth & Retirement Planning
California
$6.19M
PMG
253
ProVise Management Group
Florida
$6.12M
EH
254
Equitable Holdings
New York
$6.05M
Financial Engines Advisors
255
Financial Engines Advisors
California
$6.02M
SAI
256
Savvy Advisors Inc
New York
$6.01M
KIA
257
KCM Investment Advisors
California
$5.99M
OCPWS
258
One Charles Private Wealth Services
Massachusetts
$5.94M
AAMC
259
Asset Allocation & Management Company
Illinois
$5.93M
VCM
260
Vivaldi Capital Management
Illinois
$5.93M
LJAC
261
L.J. Altfest & Co
New York
$5.87M
HTWM
262
Hartmann Taylor Wealth Management
Texas
$5.87M
EWM
263
Empirical Wealth Management
Washington
$5.79M
DPI
264
Diversified Portfolios Inc
Michigan
$5.54M
BNMT
265
Bawa N Mallick Trust
New York
$5.46M
SIM
266
Stratos Investment Management
Ohio
$5.45M
SP
267
Successful Portfolios
Florida
$5.45M
STA
268
Summit Trail Advisors
New York
$5.41M
CI
269
Cordant Inc
Oregon
$5.39M
OFS
270
OneAscent Financial Services
Alabama
$5.37M
MF
271
Midwestern Financial
Iowa
$5.36M
SWM
272
Seed Wealth Management
Illinois
$5.35M
IWC
273
Integrated Wealth Concepts
Massachusetts
$5.27M
BIP
274
Blueprint Investment Partners
North Carolina
$5.27M
PIM
275
Pullen Investment Management
Florida
$5.18M