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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%32.22% (-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
AIM
426
AMI Investment Management
Indiana
$2.31M
P
427
&Partners
Tennessee
$2.3M
WCM
428
Weik Capital Management
Pennsylvania
$2.29M
AA
429
Ancora Advisors
Ohio
$2.29M
PIA
430
Panoramic Investment Advisors
Colorado
$2.28M
AA
431
Advisory Alpha
Michigan
$2.28M
TYCC
432
Texas Yale Capital Corp
Florida
$2.27M
AWM
433
Adams Wealth Management
Utah
$2.27M
CI
434
CacheTech Inc
Utah
$2.27M
HR
435
Howe & Rusling
New York
$2.27M
SCM
436
SOL Capital Management
Maryland
$2.26M
MAM
437
McCarthy Asset Management
California
$2.26M
BIA
438
Bigelow Investment Advisors
Maine
$2.24M
OA
439
Operose Advisors
Wisconsin
$2.24M
APG
440
Abacus Planning Group
South Carolina
$2.22M
TIA
441
Traphagen Investment Advisors
New Jersey
$2.22M
PFS
442
Prospera Financial Services
Texas
$2.22M
ATI
443
ARK & TLK Investments
Oklahoma
$2.2M
VCAM
444
Van Cleef Asset Management
Ohio
$2.18M
HI
445
Hendershot Investments
Virginia
$2.16M
MCA
446
Midwest Capital Advisors
Michigan
$2.16M
NW
447
NewEdge Wealth
Pennsylvania
$2.16M
Bank of New York Mellon
448
Bank of New York Mellon
New York
$2.15M
PA
449
Pinnacle Associates
New York
$2.15M
BCM
450
Barden Capital Management
Texas
$2.15M