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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
ZIC
376
ZWJ Investment Counsel
Georgia
$2.87M
CPA
377
Cathy Pareto & Associates
Florida
$2.87M
CSI
378
Cross Staff Investments
New York
$2.87M
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$2.84M
PF
380
Penney Financial
Texas
$2.83M
RSWM
381
Robertson Stephens Wealth Management
California
$2.83M
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$2.79M
AFP
383
Ausdal Financial Partners
Iowa
$2.78M
Bank of Montreal
384
Bank of Montreal
Ontario, Canada
$2.78M
GG
385
Gleason Group
Kentucky
$2.75M
EFP
386
Elser Financial Planning
Indiana
$2.72M
BCM
387
Boltwood Capital Management
California
$2.72M
IWMA
388
Ironwood Wealth Management (Arizona)
Arizona
$2.71M
WIC
389
Whitegate Investment Counselors
New Hampshire
$2.7M
YIA
390
YHB Investment Advisors
Connecticut
$2.7M
RWP
391
RWA Wealth Partners
Massachusetts
$2.69M
JHCP
392
Jackson Hole Capital Partners
Oklahoma
$2.66M
WWC
393
Waypoint Wealth Counsel
Georgia
$2.63M
RTL
394
Red Tortoise LLC
Georgia
$2.62M
VAF
395
Values Added Financial
District of Columbia
$2.62M
NFW
396
Noble Family Wealth
Florida
$2.62M
FG
397
Foster Group
Iowa
$2.61M
MWM
398
Modera Wealth Management
New Jersey
$2.6M
AWM
399
Angeles Wealth Management
California
$2.58M
GM
400
GeoWealth Management
Illinois
$2.57M