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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
HCMT
301
Highland Capital Management (Tennessee)
Tennessee
$4.43M
LIWM
302
Long Island Wealth Management
New York
$4.38M
NCM
303
Novare Capital Management
North Carolina
$4.36M
DCM
304
Donaldson Capital Management
Indiana
$4.33M
EM
305
ELCO Management
New York
$4.33M
KFC
306
Klingenstein Fields & Co
New York
$4.3M
OCG
307
Opus Capital Group
Ohio
$4.24M
US Bancorp
308
US Bancorp
Minnesota
$4.18M
PA
309
Planning Alternatives
Michigan
$4.16M
MCCA
310
Mill Creek Capital Advisors
Pennsylvania
$4.16M
MFG
311
Merit Financial Group
Georgia
$4.16M
NGA
312
Naples Global Advisors
Florida
$4.14M
ACA
313
Aspire Capital Advisors
Washington
$4.12M
Citigroup
314
Citigroup
New York
$4.08M
SOAG
315
Silver Oak Advisory Group
Oregon
$4.08M
CFS
316
CRA Financial Services
New Jersey
$4.07M
AAG
317
Avalon Advisory Group
Pennsylvania
$4.06M
S
318
SignatureFD
Georgia
$4.05M
MPIA
319
Milestones Private Investment Advisors
New York
$4.03M
MHR
320
Matthew Hamilton Rosenberg
$4.02M
TIM
321
Tortoise Investment Management
New York
$3.97M
W
322
WealthCollab
Washington
$3.91M
PA
323
PFG Advisors
Arizona
$3.89M
CPWM
324
Cypress Point Wealth Management
Texas
$3.87M
CFG
325
Chapman Financial Group
Hawaii
$3.86M