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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
SIC
326
Sigma Investment Counselors
Michigan
$3.81M
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$3.72M
LRPA
328
L. Roy Papp & Associates
Arizona
$3.72M
GRP
329
Global Retirement Partners
California
$3.71M
LBC
330
Lowe Brockenbrough & Co
Virginia
$3.68M
GPFA
331
Game Plan Financial Advisors
Ohio
$3.67M
SCM
332
Spreng Capital Management
Ohio
$3.66M
BWM
333
BCS Wealth Management
Tennessee
$3.63M
AIM
334
Archer Investment Management
Texas
$3.59M
Pathstone Holdings
335
Pathstone Holdings
New Jersey
$3.58M
BAM
336
Belpointe Asset Management
Nevada
$3.57M
PA
337
Pineridge Advisors
Missouri
$3.54M
CA
338
Cambridge Advisors
Nebraska
$3.51M
SIC
339
Salem Investment Counselors
North Carolina
$3.48M
RW
340
RVW Wealth
California
$3.48M
LIG
341
Lokken Investment Group
Delaware
$3.41M
KF
342
Krilogy Financial
Missouri
$3.4M
CAM
343
Carret Asset Management
New York
$3.37M
S
344
Sachetta
Massachusetts
$3.35M
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$3.33M
ADL
346
Asset Dedication LLC
California
$3.31M
CL
347
Choreo LLC
Illinois
$3.31M
IF
348
Intrua Financial
Texas
$3.3M
AI
349
Axos Invest
Nevada
$3.28M
CMBA
350
C.M. Bidwell & Associates
Hawaii
$3.28M