SCHB icon

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
VVP
276
Venture Visionary Partners
Ohio
$5.07M
BAM
277
Berkshire Asset Management
Pennsylvania
$5.04M
AOWM
278
Alpha Omega Wealth Management
Virginia
$5.03M
CWM
279
Chesapeake Wealth Management
Virginia
$5.02M
FF
280
Farnam Financial
Arizona
$5.01M
IC
281
IEQ Capital
California
$4.99M
WCM
282
Whitener Capital Management
North Carolina
$4.98M
WI
283
WBI Investments
New Jersey
$4.98M
CAG
284
Crestwood Advisors Group
Massachusetts
$4.95M
AC
285
Avant Capital
Louisiana
$4.92M
AWM
286
Axxcess Wealth Management
California
$4.9M
CFGA
287
Cambridge Financial Group (Arizona)
Arizona
$4.89M
BFA
288
Blueprint Financial Advisors
North Carolina
$4.89M
CIA
289
Compass Ion Advisors
Pennsylvania
$4.87M
JF
290
Joule Financial
Kentucky
$4.83M
RWM
291
Ritholtz Wealth Management
New York
$4.83M
JIR
292
James Investment Research
Ohio
$4.77M
GIP
293
Granite Investment Partners
California
$4.75M
AV
294
Aspiring Ventures
Ohio
$4.75M
CAM
295
Cozad Asset Management
Illinois
$4.73M
MA
296
MBA Advisors
Pennsylvania
$4.72M
CPA
297
Clear Point Advisors
New York
$4.7M
WAP
298
Wealthcare Advisory Partners
Pennsylvania
$4.6M
KJWM
299
Kiley Juergens Wealth Management
Washington
$4.54M
FPAS
300
Focus Partners Advisor Solutions
Missouri
$4.47M