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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
NI
276
NYL Investors
New York
$5.14M +$3.94K +159 +0.1%
MWM
277
Maridea Wealth Management
New York
$5.14M -$129K -5,197 -3%
VVP
278
Venture Visionary Partners
Ohio
$5.07M +$3.56K +144 +0.1%
BAM
279
Berkshire Asset Management
Pennsylvania
$5.04M -$31.1K -1,256 -0.6%
AOWM
280
Alpha Omega Wealth Management
Virginia
$5.03M -$375K -15,150 -7%
CWM
281
Chesapeake Wealth Management
Virginia
$5.02M -$182K -7,339 -4%
FF
282
Farnam Financial
Arizona
$5.01M -$234K -9,452 -5%
IC
283
IEQ Capital
California
$4.99M +$1.81M +73,113 +61%
WCM
284
Whitener Capital Management
North Carolina
$4.98M -$135K -5,460 -3%
WI
285
WBI Investments
New Jersey
$4.98M -$235K -9,512 -5%
CAG
286
Crestwood Advisors Group
Massachusetts
$4.95M +$30.5K +1,233 +0.6%
AC
287
Avant Capital
Louisiana
$4.92M -$54.7K -2,211 -1%
AWM
288
Axxcess Wealth Management
California
$4.9M -$225K -9,073 -5%
CFGA
289
Cambridge Financial Group (Arizona)
Arizona
$4.89M +$12.6K +511 +0.3%
BFA
290
Blueprint Financial Advisors
North Carolina
$4.89M -$319K -12,893 -6%
CIA
291
Compass Ion Advisors
Pennsylvania
$4.87M -$89.7K -3,624 -2%
JF
292
Joule Financial
Kentucky
$4.83M -$50.2K -2,030 -1%
RWM
293
Ritholtz Wealth Management
New York
$4.83M -$355K -14,345 -7%
JIR
294
James Investment Research
Ohio
$4.77M +$606K +24,482 +15%
GIP
295
Granite Investment Partners
California
$4.75M
AV
296
Aspiring Ventures
Ohio
$4.75M +$487K +19,685 +12%
CAM
297
Cozad Asset Management
Illinois
$4.73M
MA
298
MBA Advisors
Pennsylvania
$4.72M -$88.2K -3,565 -2%
CPA
299
Clear Point Advisors
New York
$4.7M -$52.5K -2,119 -1%
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$4.6M -$13.3K -537 -0.3%