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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
MWM
401
Modera Wealth Management
New Jersey
$2.6M
AWM
402
Angeles Wealth Management
California
$2.58M
GM
403
GeoWealth Management
Illinois
$2.57M
SWM
404
Segment Wealth Management
Texas
$2.57M
OC
405
Optima Capital
Oregon
$2.55M
MG
406
Mather Group
Illinois
$2.51M
GWWM
407
Great Waters Wealth Management
Minnesota
$2.5M
CAG
408
Csenge Advisory Group
Florida
$2.5M
NRI
409
NFP Retirement Inc
California
$2.49M
BFPW
410
BOK Financial Private Wealth
Colorado
$2.48M
EL
411
Essex LLC
Illinois
$2.46M
MAV
412
Mason & Associates (Virginia)
Virginia
$2.46M
AMG
413
Asset Management Group
Connecticut
$2.45M
PWMG
414
Prestige Wealth Management Group
New Jersey
$2.45M
RI
415
Ridgewood Investments
New Jersey
$2.44M
CI
416
CX Institutional
Indiana
$2.43M
EPM
417
Elm Partners Management
Pennsylvania
$2.43M
RWA
418
Redhawk Wealth Advisors
Minnesota
$2.43M
OCM
419
Osterweis Capital Management
California
$2.42M
IA
420
Integrity Alliance
Iowa
$2.41M
KeyBank National Association
421
KeyBank National Association
Ohio
$2.38M
SFA
422
Souders Financial Advisors
Ohio
$2.38M
GWA
423
Geometric Wealth Advisors
District of Columbia
$2.33M
FMP
424
Financial Management Professionals
Texas
$2.32M
HIC
425
Holderness Investments Company
North Carolina
$2.32M