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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
BCI
326
Brinker Capital Investments
Pennsylvania
$3.84M
BC
327
Brio Consultants
California
$3.84M
ISWM
328
Independent Solutions Wealth Management
New York
$3.82M
SIC
329
Sigma Investment Counselors
Michigan
$3.81M
Koshinski Asset Management
330
Koshinski Asset Management
Illinois
$3.72M
LRPA
331
L. Roy Papp & Associates
Arizona
$3.72M
GRP
332
Global Retirement Partners
California
$3.71M
LBC
333
Lowe Brockenbrough & Co
Virginia
$3.68M
GPFA
334
Game Plan Financial Advisors
Ohio
$3.67M
SCM
335
Spreng Capital Management
Ohio
$3.66M
BWM
336
BCS Wealth Management
Tennessee
$3.63M
AIM
337
Archer Investment Management
Texas
$3.59M
Pathstone Holdings
338
Pathstone Holdings
New Jersey
$3.58M
BAM
339
Belpointe Asset Management
Nevada
$3.57M
PA
340
Pineridge Advisors
Missouri
$3.54M
CA
341
Cambridge Advisors
Nebraska
$3.51M
SIC
342
Salem Investment Counselors
North Carolina
$3.48M
RW
343
RVW Wealth
California
$3.48M
LIG
344
Lokken Investment Group
Delaware
$3.41M
KF
345
Krilogy Financial
Missouri
$3.4M
CAM
346
Carret Asset Management
New York
$3.37M
S
347
Sachetta
Massachusetts
$3.35M
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$3.33M
ADL
349
Asset Dedication LLC
California
$3.31M
CL
350
Choreo LLC
Illinois
$3.31M