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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
FMP
426
Financial Management Professionals
Texas
$2.32M
HIC
427
Holderness Investments Company
North Carolina
$2.32M
AIM
428
AMI Investment Management
Indiana
$2.31M
P
429
&Partners
Tennessee
$2.3M
WCM
430
Weik Capital Management
Pennsylvania
$2.29M
AA
431
Ancora Advisors
Ohio
$2.29M
PIA
432
Panoramic Investment Advisors
Colorado
$2.28M
AA
433
Advisory Alpha
Michigan
$2.28M
TYCC
434
Texas Yale Capital Corp
Florida
$2.27M
AWM
435
Adams Wealth Management
Utah
$2.27M
CI
436
CacheTech Inc
Utah
$2.27M
HR
437
Howe & Rusling
New York
$2.27M
SCM
438
SOL Capital Management
Maryland
$2.26M
MAM
439
McCarthy Asset Management
California
$2.26M
BIA
440
Bigelow Investment Advisors
Maine
$2.24M
OA
441
Operose Advisors
Wisconsin
$2.24M
APG
442
Abacus Planning Group
South Carolina
$2.22M
TIA
443
Traphagen Investment Advisors
New Jersey
$2.22M
PFS
444
Prospera Financial Services
Texas
$2.22M
ATI
445
ARK & TLK Investments
Oklahoma
$2.2M
VCAM
446
Van Cleef Asset Management
Ohio
$2.18M
HI
447
Hendershot Investments
Virginia
$2.16M
MCA
448
Midwest Capital Advisors
Michigan
$2.16M
NW
449
NewEdge Wealth
Pennsylvania
$2.16M
Bank of New York Mellon
450
Bank of New York Mellon
New York
$2.15M