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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
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$2.89M
LCC
377
Lincoln Capital Corp
Rhode Island
$2.88M
TIAA Trust, National Association
378
TIAA Trust, National Association
North Carolina
$2.87M
ZIC
379
ZWJ Investment Counsel
Georgia
$2.87M
CPA
380
Cathy Pareto & Associates
Florida
$2.87M
CSI
381
Cross Staff Investments
New York
$2.87M
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$2.84M
PF
383
Penney Financial
Texas
$2.83M
RSWM
384
Robertson Stephens Wealth Management
California
$2.83M
PNC Financial Services Group
385
PNC Financial Services Group
Pennsylvania
$2.79M
AFP
386
Ausdal Financial Partners
Iowa
$2.78M
Bank of Montreal
387
Bank of Montreal
Ontario, Canada
$2.78M
GG
388
Gleason Group
Kentucky
$2.75M
EFP
389
Elser Financial Planning
Indiana
$2.72M
BCM
390
Boltwood Capital Management
California
$2.72M
IWMA
391
Ironwood Wealth Management (Arizona)
Arizona
$2.71M
WIC
392
Whitegate Investment Counselors
New Hampshire
$2.7M
YIA
393
YHB Investment Advisors
Connecticut
$2.7M
RWP
394
RWA Wealth Partners
Massachusetts
$2.69M
JHCP
395
Jackson Hole Capital Partners
Oklahoma
$2.66M
WWC
396
Waypoint Wealth Counsel
Georgia
$2.63M
RTL
397
Red Tortoise LLC
Georgia
$2.62M
VAF
398
Values Added Financial
District of Columbia
$2.62M
NFW
399
Noble Family Wealth
Florida
$2.62M
FG
400
Foster Group
Iowa
$2.61M