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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
NI
276
NYL Investors
New York
$5.14M
MWM
277
Maridea Wealth Management
New York
$5.14M
VVP
278
Venture Visionary Partners
Ohio
$5.07M
BAM
279
Berkshire Asset Management
Pennsylvania
$5.04M
AOWM
280
Alpha Omega Wealth Management
Virginia
$5.03M
CWM
281
Chesapeake Wealth Management
Virginia
$5.02M
FF
282
Farnam Financial
Arizona
$5.01M
IC
283
IEQ Capital
California
$4.99M
WCM
284
Whitener Capital Management
North Carolina
$4.98M
WI
285
WBI Investments
New Jersey
$4.98M
CAG
286
Crestwood Advisors Group
Massachusetts
$4.95M
AC
287
Avant Capital
Louisiana
$4.92M
AWM
288
Axxcess Wealth Management
California
$4.9M
CFGA
289
Cambridge Financial Group (Arizona)
Arizona
$4.89M
BFA
290
Blueprint Financial Advisors
North Carolina
$4.89M
CIA
291
Compass Ion Advisors
Pennsylvania
$4.87M
JF
292
Joule Financial
Kentucky
$4.83M
RWM
293
Ritholtz Wealth Management
New York
$4.83M
JIR
294
James Investment Research
Ohio
$4.77M
GIP
295
Granite Investment Partners
California
$4.75M
AV
296
Aspiring Ventures
Ohio
$4.75M
CAM
297
Cozad Asset Management
Illinois
$4.73M
MA
298
MBA Advisors
Pennsylvania
$4.72M
CPA
299
Clear Point Advisors
New York
$4.7M
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$4.6M