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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
SMC
351
Smith, Moore & Co
Missouri
$3.27M
TWM
352
Thrive Wealth Management
Pennsylvania
$3.27M
WMWM
353
Wilkins Miller Wealth Management
Alabama
$3.25M
RFA
354
RTD Financial Advisors
Pennsylvania
$3.24M
FD
355
Financial Designs
California
$3.23M
FWP
356
FAS Wealth Partners
Kansas
$3.2M
WPA
357
West Paces Advisors
Georgia
$3.16M
DFA
358
DHJJ Financial Advisors
Illinois
$3.16M
TWG
359
The Wealth Group
Minnesota
$3.11M
TWM
360
Topsail Wealth Management
North Carolina
$3.1M
FC
361
Financial Consulate
Maryland
$3.09M
RWM
362
Rialto Wealth Management
New York
$3.08M
PS
363
Planned Solutions
California
$3.07M
SAG
364
SageView Advisory Group
California
$3.07M
EWP
365
Elevation Wealth Partners
California
$3.03M
TSWM
366
Triangle Securities Wealth Management
North Carolina
$3.01M
MWM
367
Mission Wealth Management
California
$2.99M
CTWM
368
Cherry Tree Wealth Management
Minnesota
$2.99M
SA
369
Skyline Advisors
Washington
$2.98M
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$2.96M
MAG
371
Mayfair Advisory Group
Alabama
$2.96M
Tudor Investment Corp
372
Tudor Investment Corp
Connecticut
$2.94M
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$2.89M
LCC
374
Lincoln Capital Corp
Rhode Island
$2.88M
TIAA Trust, National Association
375
TIAA Trust, National Association
North Carolina
$2.87M