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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
VAF
401
Values Added Financial
District of Columbia
$2.62M -$5.05K -204 -0.2%
NFW
402
Noble Family Wealth
Florida
$2.62M +$679K +27,421 +37%
FG
403
Foster Group
Iowa
$2.61M +$22.1K +893 +0.9%
MWM
404
Modera Wealth Management
New Jersey
$2.6M -$305K -12,336 -11%
AWM
405
Angeles Wealth Management
California
$2.58M
GM
406
GeoWealth Management
Illinois
$2.57M +$9.6K +388 +0.4%
SWM
407
Segment Wealth Management
Texas
$2.57M -$15.2K -613 -0.6%
NRI
408
NFP Retirement Inc
California
$2.57M -$113K -4,582 -4%
OC
409
Optima Capital
Oregon
$2.55M +$135K +5,451 +6%
MG
410
Mather Group
Illinois
$2.51M -$81.4K -3,288 -3%
GWWM
411
Great Waters Wealth Management
Minnesota
$2.5M -$36.6K -1,477 -1%
CAG
412
Csenge Advisory Group
Florida
$2.5M -$665K -26,867 -22%
BFPW
413
BOK Financial Private Wealth
Colorado
$2.48M -$5.07K -205 -0.2%
EL
414
Essex LLC
Illinois
$2.46M -$30.3K -1,224 -1%
MAV
415
Mason & Associates (Virginia)
Virginia
$2.46M
AMG
416
Asset Management Group
Connecticut
$2.45M +$6.76K +273 +0.3%
PWMG
417
Prestige Wealth Management Group
New Jersey
$2.45M -$1.01K -41 -0%
RI
418
Ridgewood Investments
New Jersey
$2.44M +$515K +20,821 +28%
CI
419
CX Institutional
Indiana
$2.43M +$121K +4,892 +5%
EPM
420
Elm Partners Management
Pennsylvania
$2.43M +$121K +4,887 +5%
RWA
421
Redhawk Wealth Advisors
Minnesota
$2.43M -$34.4K -1,388 -1%
OCM
422
Osterweis Capital Management
California
$2.42M
IA
423
Integrity Alliance
Iowa
$2.41M -$41.4K -1,673 -2%
KeyBank National Association
424
KeyBank National Association
Ohio
$2.38M -$90K -3,635 -4%
SFA
425
Souders Financial Advisors
Ohio
$2.38M -$146K -5,905 -6%