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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
CWM
276
Chesapeake Wealth Management
Virginia
$5.02M
FF
277
Farnam Financial
Arizona
$5.01M
IC
278
IEQ Capital
California
$4.99M
WCM
279
Whitener Capital Management
North Carolina
$4.98M
WI
280
WBI Investments
New Jersey
$4.98M
CAG
281
Crestwood Advisors Group
Massachusetts
$4.95M
AC
282
Avant Capital
Louisiana
$4.92M
AWM
283
Axxcess Wealth Management
California
$4.9M
CFGA
284
Cambridge Financial Group (Arizona)
Arizona
$4.89M
BFA
285
Blueprint Financial Advisors
North Carolina
$4.89M
CIA
286
Compass Ion Advisors
Pennsylvania
$4.87M
JF
287
Joule Financial
Kentucky
$4.83M
RWM
288
Ritholtz Wealth Management
New York
$4.83M
JIR
289
James Investment Research
Ohio
$4.77M
GIP
290
Granite Investment Partners
California
$4.75M
AV
291
Aspiring Ventures
Ohio
$4.75M
CAM
292
Cozad Asset Management
Illinois
$4.73M
MA
293
MBA Advisors
Pennsylvania
$4.72M
CPA
294
Clear Point Advisors
New York
$4.7M
WAP
295
Wealthcare Advisory Partners
Pennsylvania
$4.6M
KJWM
296
Kiley Juergens Wealth Management
Washington
$4.54M
FPAS
297
Focus Partners Advisor Solutions
Missouri
$4.47M
HCMT
298
Highland Capital Management (Tennessee)
Tennessee
$4.43M
LIWM
299
Long Island Wealth Management
New York
$4.38M
NCM
300
Novare Capital Management
North Carolina
$4.36M