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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
ADL
351
Asset Dedication LLC
California
$3.31M -$166K -6,691 -5%
CL
352
Choreo LLC
Illinois
$3.31M -$7.62K -308 -0.2%
IF
353
Intrua Financial
Texas
$3.3M -$75.3K -3,042 -2%
AI
354
Axos Invest
Nevada
$3.28M -$788K -31,851 -20%
CMBA
355
C.M. Bidwell & Associates
Hawaii
$3.28M +$223 +9 +0%
SMC
356
Smith, Moore & Co
Missouri
$3.27M +$22.8K +923 +0.7%
TWM
357
Thrive Wealth Management
Pennsylvania
$3.27M +$148K +5,985 +5%
WMWM
358
Wilkins Miller Wealth Management
Alabama
$3.25M +$59.5K +2,403 +2%
RFA
359
RTD Financial Advisors
Pennsylvania
$3.24M -$247K -9,969 -7%
FD
360
Financial Designs
California
$3.23M -$213K -8,600 -7%
FWP
361
FAS Wealth Partners
Kansas
$3.2M +$60.1K +2,429 +2%
WPA
362
West Paces Advisors
Georgia
$3.16M -$76.2K -3,080 -2%
DFA
363
DHJJ Financial Advisors
Illinois
$3.16M +$124K +4,995 +4%
TWG
364
The Wealth Group
Minnesota
$3.11M -$421K -16,992 -12%
TWM
365
Topsail Wealth Management
North Carolina
$3.1M +$4.28K +173 +0.1%
FC
366
Financial Consulate
Maryland
$3.09M +$71.2K +2,876 +2%
RWM
367
Rialto Wealth Management
New York
$3.08M -$38.7K -1,563 -1%
PS
368
Planned Solutions
California
$3.07M +$38.2K +1,542 +1%
SAG
369
SageView Advisory Group
California
$3.07M -$197K -7,966 -6%
EWP
370
Elevation Wealth Partners
California
$3.03M +$173 +7 +0%
TSWM
371
Triangle Securities Wealth Management
North Carolina
$3.01M +$10.7K +431 +0.4%
MWM
372
Mission Wealth Management
California
$2.99M +$1.77M +71,542 +159%
CTWM
373
Cherry Tree Wealth Management
Minnesota
$2.99M -$132K -5,313 -4%
SA
374
Skyline Advisors
Washington
$2.98M +$1.34K +54 +0%
Janney Montgomery Scott
375
Janney Montgomery Scott
Pennsylvania
$2.96M -$333K -13,441 -10%