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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
SWRP
251
Summit Wealth & Retirement Planning
California
$6.19M
PMG
252
ProVise Management Group
Florida
$6.12M
EH
253
Equitable Holdings
New York
$6.05M
Financial Engines Advisors
254
Financial Engines Advisors
California
$6.02M
SAI
255
Savvy Advisors Inc
New York
$6.01M
KIA
256
KCM Investment Advisors
California
$5.99M
OCPWS
257
One Charles Private Wealth Services
Massachusetts
$5.94M
AAMC
258
Asset Allocation & Management Company
Illinois
$5.93M
VCM
259
Vivaldi Capital Management
Illinois
$5.93M
LJAC
260
L.J. Altfest & Co
New York
$5.87M
HTWM
261
Hartmann Taylor Wealth Management
Texas
$5.87M
EWM
262
Empirical Wealth Management
Washington
$5.79M
DPI
263
Diversified Portfolios Inc
Michigan
$5.54M
SIM
264
Stratos Investment Management
Ohio
$5.45M
SP
265
Successful Portfolios
Florida
$5.45M
STA
266
Summit Trail Advisors
New York
$5.41M
CI
267
Cordant Inc
Oregon
$5.39M
OFS
268
OneAscent Financial Services
Alabama
$5.37M
MF
269
Midwestern Financial
Iowa
$5.36M
SWM
270
Seed Wealth Management
Illinois
$5.35M
IWC
271
Integrated Wealth Concepts
Massachusetts
$5.27M
BIP
272
Blueprint Investment Partners
North Carolina
$5.27M
PIM
273
Pullen Investment Management
Florida
$5.18M
NI
274
NYL Investors
New York
$5.14M
MWM
275
Maridea Wealth Management
New York
$5.14M