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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
GWA
426
Geometric Wealth Advisors
District of Columbia
$2.33M +$26.8K +1,084 +1%
FMP
427
Financial Management Professionals
Texas
$2.32M -$188K -7,609 -8%
HIC
428
Holderness Investments Company
North Carolina
$2.32M -$119K -4,792 -5%
AIM
429
AMI Investment Management
Indiana
$2.31M -$177K -7,163 -7%
P
430
&Partners
Tennessee
$2.3M +$84.3K +3,405 +4%
WCM
431
Weik Capital Management
Pennsylvania
$2.29M -$53.5K -2,160 -2%
AA
432
Ancora Advisors
Ohio
$2.29M +$23.2K +939 +1%
PIA
433
Panoramic Investment Advisors
Colorado
$2.28M +$35.4K +1,429 +2%
AA
434
Advisory Alpha
Michigan
$2.28M -$79.1K -3,196 -3%
TYCC
435
Texas Yale Capital Corp
Florida
$2.27M
AWM
436
Adams Wealth Management
Utah
$2.27M -$626K -25,279 -22%
CI
437
CacheTech Inc
Utah
$2.27M -$626K -25,279 -22%
HR
438
Howe & Rusling
New York
$2.27M -$92.4K -3,732 -4%
SCM
439
SOL Capital Management
Maryland
$2.26M -$949K -38,328 -30%
MAM
440
McCarthy Asset Management
California
$2.26M -$6.09K -246 -0.3%
BIA
441
Bigelow Investment Advisors
Maine
$2.24M -$8.04K -325 -0.4%
OA
442
Operose Advisors
Wisconsin
$2.24M +$3.66K +148 +0.2%
APG
443
Abacus Planning Group
South Carolina
$2.22M -$24.2K -977 -1%
TIA
444
Traphagen Investment Advisors
New Jersey
$2.22M -$2.48K -100 -0.1%
PFS
445
Prospera Financial Services
Texas
$2.22M +$121K +4,899 +6%
ATI
446
ARK & TLK Investments
Oklahoma
$2.2M
VCAM
447
Van Cleef Asset Management
Ohio
$2.18M
HI
448
Hendershot Investments
Virginia
$2.16M -$41.8K -1,689 -2%
MCA
449
Midwest Capital Advisors
Michigan
$2.16M -$174K -7,029 -8%
NW
450
NewEdge Wealth
Pennsylvania
$2.16M -$74.4K -3,004 -4%