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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
MAG
376
Mayfair Advisory Group
Alabama
$2.96M
Tudor Investment Corp
377
Tudor Investment Corp
Connecticut
$2.94M
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$2.89M
LCC
379
Lincoln Capital Corp
Rhode Island
$2.88M
TIAA Trust, National Association
380
TIAA Trust, National Association
North Carolina
$2.87M
ZIC
381
ZWJ Investment Counsel
Georgia
$2.87M
CPA
382
Cathy Pareto & Associates
Florida
$2.87M
CSI
383
Cross Staff Investments
New York
$2.87M
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$2.84M
PF
385
Penney Financial
Texas
$2.83M
RSWM
386
Robertson Stephens Wealth Management
California
$2.83M
PNC Financial Services Group
387
PNC Financial Services Group
Pennsylvania
$2.79M
AFP
388
Ausdal Financial Partners
Iowa
$2.78M
Bank of Montreal
389
Bank of Montreal
Ontario, Canada
$2.78M
GG
390
Gleason Group
Kentucky
$2.75M
EFP
391
Elser Financial Planning
Indiana
$2.72M
BCM
392
Boltwood Capital Management
California
$2.72M
IWMA
393
Ironwood Wealth Management (Arizona)
Arizona
$2.71M
WIC
394
Whitegate Investment Counselors
New Hampshire
$2.7M
YIA
395
YHB Investment Advisors
Connecticut
$2.7M
RWP
396
RWA Wealth Partners
Massachusetts
$2.69M
JHCP
397
Jackson Hole Capital Partners
Oklahoma
$2.66M
WWC
398
Waypoint Wealth Counsel
Georgia
$2.63M
RTL
399
Red Tortoise LLC
Georgia
$2.62M
VAF
400
Values Added Financial
District of Columbia
$2.62M