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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
ADL
351
Asset Dedication LLC
California
$3.31M
CL
352
Choreo LLC
Illinois
$3.31M
IF
353
Intrua Financial
Texas
$3.3M
AI
354
Axos Invest
Nevada
$3.28M
CMBA
355
C.M. Bidwell & Associates
Hawaii
$3.28M
SMC
356
Smith, Moore & Co
Missouri
$3.27M
TWM
357
Thrive Wealth Management
Pennsylvania
$3.27M
WMWM
358
Wilkins Miller Wealth Management
Alabama
$3.25M
RFA
359
RTD Financial Advisors
Pennsylvania
$3.24M
FD
360
Financial Designs
California
$3.23M
FWP
361
FAS Wealth Partners
Kansas
$3.2M
WPA
362
West Paces Advisors
Georgia
$3.16M
DFA
363
DHJJ Financial Advisors
Illinois
$3.16M
TWG
364
The Wealth Group
Minnesota
$3.11M
TWM
365
Topsail Wealth Management
North Carolina
$3.1M
FC
366
Financial Consulate
Maryland
$3.09M
RWM
367
Rialto Wealth Management
New York
$3.08M
PS
368
Planned Solutions
California
$3.07M
SAG
369
SageView Advisory Group
California
$3.07M
EWP
370
Elevation Wealth Partners
California
$3.03M
TSWM
371
Triangle Securities Wealth Management
North Carolina
$3.01M
MWM
372
Mission Wealth Management
California
$2.99M
CTWM
373
Cherry Tree Wealth Management
Minnesota
$2.99M
SA
374
Skyline Advisors
Washington
$2.98M
Janney Montgomery Scott
375
Janney Montgomery Scott
Pennsylvania
$2.96M