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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
NFW
401
Noble Family Wealth
Florida
$2.62M
FG
402
Foster Group
Iowa
$2.61M
MWM
403
Modera Wealth Management
New Jersey
$2.6M
AWM
404
Angeles Wealth Management
California
$2.58M
GM
405
GeoWealth Management
Illinois
$2.57M
SWM
406
Segment Wealth Management
Texas
$2.57M
NRI
407
NFP Retirement Inc
California
$2.57M
OC
408
Optima Capital
Oregon
$2.55M
MG
409
Mather Group
Illinois
$2.51M
GWWM
410
Great Waters Wealth Management
Minnesota
$2.5M
CAG
411
Csenge Advisory Group
Florida
$2.5M
BFPW
412
BOK Financial Private Wealth
Colorado
$2.48M
EL
413
Essex LLC
Illinois
$2.46M
MAV
414
Mason & Associates (Virginia)
Virginia
$2.46M
AMG
415
Asset Management Group
Connecticut
$2.45M
PWMG
416
Prestige Wealth Management Group
New Jersey
$2.45M
RI
417
Ridgewood Investments
New Jersey
$2.44M
CI
418
CX Institutional
Indiana
$2.43M
EPM
419
Elm Partners Management
Pennsylvania
$2.43M
RWA
420
Redhawk Wealth Advisors
Minnesota
$2.43M
OCM
421
Osterweis Capital Management
California
$2.42M
IA
422
Integrity Alliance
Iowa
$2.41M
KeyBank National Association
423
KeyBank National Association
Ohio
$2.38M
SFA
424
Souders Financial Advisors
Ohio
$2.38M
GWA
425
Geometric Wealth Advisors
District of Columbia
$2.33M