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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
MAG
376
Mayfair Advisory Group
Alabama
$2.96M +$40.2K +1,624 +1%
Tudor Investment Corp
377
Tudor Investment Corp
Connecticut
$2.94M -$2.24M -90,514 -44%
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$2.89M +$71.8K +2,900 +3%
LCC
379
Lincoln Capital Corp
Rhode Island
$2.88M -$52.4K -2,116 -2%
TIAA Trust, National Association
380
TIAA Trust, National Association
North Carolina
$2.87M +$70.9K +2,866 +3%
ZIC
381
ZWJ Investment Counsel
Georgia
$2.87M -$210K -8,489 -7%
CPA
382
Cathy Pareto & Associates
Florida
$2.87M -$119K -4,817 -4%
CSI
383
Cross Staff Investments
New York
$2.87M +$98.9K +3,996 +4%
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$2.84M +$31.2K +1,262 +1%
PF
385
Penney Financial
Texas
$2.83M +$149K +6,000 +6%
RSWM
386
Robertson Stephens Wealth Management
California
$2.83M -$3.18M -128,270 -54%
PNC Financial Services Group
387
PNC Financial Services Group
Pennsylvania
$2.79M +$14.7K +593 +0.6%
AFP
388
Ausdal Financial Partners
Iowa
$2.78M -$34.6K -1,398 -1%
Bank of Montreal
389
Bank of Montreal
Ontario, Canada
$2.78M +$22.2K +897 +0.8%
GG
390
Gleason Group
Kentucky
$2.75M +$72.2K +2,918 +3%
EFP
391
Elser Financial Planning
Indiana
$2.72M -$73.7K -2,978 -3%
BCM
392
Boltwood Capital Management
California
$2.72M -$79.6K -3,215 -3%
IWMA
393
Ironwood Wealth Management (Arizona)
Arizona
$2.71M -$404K -16,336 -13%
WIC
394
Whitegate Investment Counselors
New Hampshire
$2.7M +$23.5K +948 +0.9%
YIA
395
YHB Investment Advisors
Connecticut
$2.7M +$137K +5,536 +6%
RWP
396
RWA Wealth Partners
Massachusetts
$2.69M +$190K +7,696 +8%
MWA
397
Medallion Wealth Advisors
Connecticut
$2.67M +$253K +10,210 +11%
JHCP
398
Jackson Hole Capital Partners
Oklahoma
$2.66M +$173 +7 +0%
WWC
399
Waypoint Wealth Counsel
Georgia
$2.63M +$60.8K +2,457 +2%
RTL
400
Red Tortoise LLC
Georgia
$2.62M +$2.92K +118 +0.1%