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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
DCM
301
Donaldson Capital Management
Indiana
$4.33M
EM
302
ELCO Management
New York
$4.33M
KFC
303
Klingenstein Fields & Co
New York
$4.3M
OCG
304
Opus Capital Group
Ohio
$4.24M
US Bancorp
305
US Bancorp
Minnesota
$4.18M
PA
306
Planning Alternatives
Michigan
$4.16M
MCCA
307
Mill Creek Capital Advisors
Pennsylvania
$4.16M
MFG
308
Merit Financial Group
Georgia
$4.16M
NGA
309
Naples Global Advisors
Florida
$4.14M
ACA
310
Aspire Capital Advisors
Washington
$4.12M
Citigroup
311
Citigroup
New York
$4.08M
SOAG
312
Silver Oak Advisory Group
Oregon
$4.08M
CFS
313
CRA Financial Services
New Jersey
$4.07M
AAG
314
Avalon Advisory Group
Pennsylvania
$4.06M
S
315
SignatureFD
Georgia
$4.05M
MPIA
316
Milestones Private Investment Advisors
New York
$4.03M
MHR
317
Matthew Hamilton Rosenberg
$4.02M
TIM
318
Tortoise Investment Management
New York
$3.97M
W
319
WealthCollab
Washington
$3.91M
PA
320
PFG Advisors
Arizona
$3.89M
CPWM
321
Cypress Point Wealth Management
Texas
$3.87M
CFG
322
Chapman Financial Group
Hawaii
$3.86M
BCI
323
Brinker Capital Investments
Pennsylvania
$3.84M
BC
324
Brio Consultants
California
$3.84M
ISWM
325
Independent Solutions Wealth Management
New York
$3.82M