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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
CPWM
326
Cypress Point Wealth Management
Texas
$3.87M
CFG
327
Chapman Financial Group
Hawaii
$3.86M
BCI
328
Brinker Capital Investments
Pennsylvania
$3.84M
BC
329
Brio Consultants
California
$3.84M
ISWM
330
Independent Solutions Wealth Management
New York
$3.82M
SIC
331
Sigma Investment Counselors
Michigan
$3.81M
Koshinski Asset Management
332
Koshinski Asset Management
Illinois
$3.72M
LRPA
333
L. Roy Papp & Associates
Arizona
$3.72M
GRP
334
Global Retirement Partners
California
$3.71M
LBC
335
Lowe Brockenbrough & Co
Virginia
$3.68M
GPFA
336
Game Plan Financial Advisors
Ohio
$3.67M
SCM
337
Spreng Capital Management
Ohio
$3.66M
BWM
338
BCS Wealth Management
Tennessee
$3.63M
AIM
339
Archer Investment Management
Texas
$3.59M
Pathstone Holdings
340
Pathstone Holdings
New Jersey
$3.58M
BAM
341
Belpointe Asset Management
Nevada
$3.57M
PA
342
Pineridge Advisors
Missouri
$3.54M
CA
343
Cambridge Advisors
Nebraska
$3.51M
SIC
344
Salem Investment Counselors
North Carolina
$3.48M
RW
345
RVW Wealth
California
$3.48M
LIG
346
Lokken Investment Group
Delaware
$3.41M
KF
347
Krilogy Financial
Missouri
$3.4M
CAM
348
Carret Asset Management
New York
$3.37M
S
349
Sachetta
Massachusetts
$3.35M
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$3.33M