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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
SWM
401
Segment Wealth Management
Texas
$2.57M
OC
402
Optima Capital
Oregon
$2.55M
MG
403
Mather Group
Illinois
$2.51M
GWWM
404
Great Waters Wealth Management
Minnesota
$2.5M
CAG
405
Csenge Advisory Group
Florida
$2.5M
NRI
406
NFP Retirement Inc
California
$2.49M
BFPW
407
BOK Financial Private Wealth
Colorado
$2.48M
EL
408
Essex LLC
Illinois
$2.46M
MAV
409
Mason & Associates (Virginia)
Virginia
$2.46M
AMG
410
Asset Management Group
Connecticut
$2.45M
PWMG
411
Prestige Wealth Management Group
New Jersey
$2.45M
RI
412
Ridgewood Investments
New Jersey
$2.44M
CI
413
CX Institutional
Indiana
$2.43M
EPM
414
Elm Partners Management
Pennsylvania
$2.43M
RWA
415
Redhawk Wealth Advisors
Minnesota
$2.43M
OCM
416
Osterweis Capital Management
California
$2.42M
IA
417
Integrity Alliance
Iowa
$2.41M
KeyBank National Association
418
KeyBank National Association
Ohio
$2.38M
SFA
419
Souders Financial Advisors
Ohio
$2.38M
GWA
420
Geometric Wealth Advisors
District of Columbia
$2.33M
FMP
421
Financial Management Professionals
Texas
$2.32M
HIC
422
Holderness Investments Company
North Carolina
$2.32M
AIM
423
AMI Investment Management
Indiana
$2.31M
P
424
&Partners
Tennessee
$2.3M
WCM
425
Weik Capital Management
Pennsylvania
$2.29M