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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
CPWM
326
Cypress Point Wealth Management
Texas
$3.87M -$313K -12,628 -8%
CFG
327
Chapman Financial Group
Hawaii
$3.86M +$842K +34,013 +29%
BCI
328
Brinker Capital Investments
Pennsylvania
$3.84M +$795K +32,127 +27%
BC
329
Brio Consultants
California
$3.84M +$23.8K +961 +0.6%
ISWM
330
Independent Solutions Wealth Management
New York
$3.82M +$21.1K +853 +0.6%
SIC
331
Sigma Investment Counselors
Michigan
$3.81M +$81.5K +3,291 +2%
Koshinski Asset Management
332
Koshinski Asset Management
Illinois
$3.72M +$15.7K +634 +0.4%
LRPA
333
L. Roy Papp & Associates
Arizona
$3.72M -$35.6K -1,437 -1%
GRP
334
Global Retirement Partners
California
$3.71M +$361K +14,569 +11%
LBC
335
Lowe Brockenbrough & Co
Virginia
$3.68M -$823K -33,238 -19%
GPFA
336
Game Plan Financial Advisors
Ohio
$3.67M -$153K -6,191 -4%
SCM
337
Spreng Capital Management
Ohio
$3.66M -$52.9K -2,138 -1%
BWM
338
BCS Wealth Management
Tennessee
$3.63M +$289K +11,691 +9%
AIM
339
Archer Investment Management
Texas
$3.59M -$223K -8,992 -6%
Pathstone Holdings
340
Pathstone Holdings
New Jersey
$3.58M +$60.1K +2,428 +2%
BAM
341
Belpointe Asset Management
Nevada
$3.57M +$1.74M +70,203 +102%
PA
342
Pineridge Advisors
Missouri
$3.54M -$62.5K -2,523 -2%
CA
343
Cambridge Advisors
Nebraska
$3.51M -$8.66K -350 -0.3%
SIC
344
Salem Investment Counselors
North Carolina
$3.48M +$650K +26,240 +24%
RW
345
RVW Wealth
California
$3.48M +$1.73K +70 +0.1%
LIG
346
Lokken Investment Group
Delaware
$3.41M +$99 +4 +0%
KF
347
Krilogy Financial
Missouri
$3.4M -$483K -19,520 -13%
CAM
348
Carret Asset Management
New York
$3.37M +$74.9K +3,025 +2%
S
349
Sachetta
Massachusetts
$3.35M +$7.7K +311 +0.2%
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$3.33M +$284K +11,456 +10%