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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
KJWM
301
Kiley Juergens Wealth Management
Washington
$4.54M -$54.7K -2,210 -1%
FPAS
302
Focus Partners Advisor Solutions
Missouri
$4.47M -$1.12M -45,171 -21%
HCMT
303
Highland Capital Management (Tennessee)
Tennessee
$4.43M -$9.93K -401 -0.2%
LIWM
304
Long Island Wealth Management
New York
$4.38M +$4.08K +165 +0.1%
NCM
305
Novare Capital Management
North Carolina
$4.36M +$13.7K +552 +0.3%
DCM
306
Donaldson Capital Management
Indiana
$4.33M +$158K +6,384 +4%
EM
307
ELCO Management
New York
$4.33M +$573K +23,150 +16%
KFC
308
Klingenstein Fields & Co
New York
$4.3M +$4.14M +167,274 New
OCG
309
Opus Capital Group
Ohio
$4.24M +$38.8K +1,569 +1%
US Bancorp
310
US Bancorp
Minnesota
$4.18M +$1.17M +47,182 +41%
PA
311
Planning Alternatives
Michigan
$4.16M -$134K -5,406 -3%
MCCA
312
Mill Creek Capital Advisors
Pennsylvania
$4.16M
MFG
313
Merit Financial Group
Georgia
$4.16M -$105K -4,242 -3%
NGA
314
Naples Global Advisors
Florida
$4.14M +$55.7K +2,249 +1%
ACA
315
Aspire Capital Advisors
Washington
$4.12M -$39.6K -1,600 -1%
Citigroup
316
Citigroup
New York
$4.08M -$14.1K -570 -0.4%
SOAG
317
Silver Oak Advisory Group
Oregon
$4.08M -$130K -5,241 -3%
CFS
318
CRA Financial Services
New Jersey
$4.07M -$191K -7,718 -5%
AAG
319
Avalon Advisory Group
Pennsylvania
$4.06M -$27.7K -1,118 -0.7%
S
320
SignatureFD
Georgia
$4.05M +$47.5K +1,919 +1%
MPIA
321
Milestones Private Investment Advisors
New York
$4.03M +$117K +4,724 +3%
MHR
322
Matthew Hamilton Rosenberg
$4.02M -$31.6K -1,275 -0.8%
TIM
323
Tortoise Investment Management
New York
$3.97M +$6.31K +255 +0.2%
W
324
WealthCollab
Washington
$3.91M +$569 +23 +0%
PA
325
PFG Advisors
Arizona
$3.89M +$3.75M +151,317 New