SCHB icon

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
IF
351
Intrua Financial
Texas
$3.3M
AI
352
Axos Invest
Nevada
$3.28M
CMBA
353
C.M. Bidwell & Associates
Hawaii
$3.28M
SMC
354
Smith, Moore & Co
Missouri
$3.27M
TWM
355
Thrive Wealth Management
Pennsylvania
$3.27M
WMWM
356
Wilkins Miller Wealth Management
Alabama
$3.25M
RFA
357
RTD Financial Advisors
Pennsylvania
$3.24M
FD
358
Financial Designs
California
$3.23M
FWP
359
FAS Wealth Partners
Kansas
$3.2M
WPA
360
West Paces Advisors
Georgia
$3.16M
DFA
361
DHJJ Financial Advisors
Illinois
$3.16M
TWG
362
The Wealth Group
Minnesota
$3.11M
TWM
363
Topsail Wealth Management
North Carolina
$3.1M
FC
364
Financial Consulate
Maryland
$3.09M
RWM
365
Rialto Wealth Management
New York
$3.08M
PS
366
Planned Solutions
California
$3.07M
SAG
367
SageView Advisory Group
California
$3.07M
EWP
368
Elevation Wealth Partners
California
$3.03M
TSWM
369
Triangle Securities Wealth Management
North Carolina
$3.01M
MWM
370
Mission Wealth Management
California
$2.99M
CTWM
371
Cherry Tree Wealth Management
Minnesota
$2.99M
SA
372
Skyline Advisors
Washington
$2.98M
Janney Montgomery Scott
373
Janney Montgomery Scott
Pennsylvania
$2.96M
MAG
374
Mayfair Advisory Group
Alabama
$2.96M
Tudor Investment Corp
375
Tudor Investment Corp
Connecticut
$2.94M