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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
KJWM
301
Kiley Juergens Wealth Management
Washington
$4.54M
FPAS
302
Focus Partners Advisor Solutions
Missouri
$4.47M
HCMT
303
Highland Capital Management (Tennessee)
Tennessee
$4.43M
LIWM
304
Long Island Wealth Management
New York
$4.38M
NCM
305
Novare Capital Management
North Carolina
$4.36M
DCM
306
Donaldson Capital Management
Indiana
$4.33M
EM
307
ELCO Management
New York
$4.33M
KFC
308
Klingenstein Fields & Co
New York
$4.3M
OCG
309
Opus Capital Group
Ohio
$4.24M
US Bancorp
310
US Bancorp
Minnesota
$4.18M
PA
311
Planning Alternatives
Michigan
$4.16M
MCCA
312
Mill Creek Capital Advisors
Pennsylvania
$4.16M
MFG
313
Merit Financial Group
Georgia
$4.16M
NGA
314
Naples Global Advisors
Florida
$4.14M
ACA
315
Aspire Capital Advisors
Washington
$4.12M
Citigroup
316
Citigroup
New York
$4.08M
SOAG
317
Silver Oak Advisory Group
Oregon
$4.08M
CFS
318
CRA Financial Services
New Jersey
$4.07M
AAG
319
Avalon Advisory Group
Pennsylvania
$4.06M
S
320
SignatureFD
Georgia
$4.05M
MPIA
321
Milestones Private Investment Advisors
New York
$4.03M
MHR
322
Matthew Hamilton Rosenberg
$4.02M
TIM
323
Tortoise Investment Management
New York
$3.97M
W
324
WealthCollab
Washington
$3.91M
PA
325
PFG Advisors
Arizona
$3.89M