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Schwab US Broad Market ETF

1,187 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 476 increasing their positions, 439 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: 476 | Existing positions reduced: 439

1% less funds holding

Funds holding: 1,1971,187 (-10)

5.08% less ownership

Funds ownership: 37.15%32.07% (-5.1%)

Holders
1,187
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
SAMC
451
Spectrum Asset Management (California)
California
$2.08M
SOS
452
Silver Oak Securities
Tennessee
$2.07M
OCM
453
One Capital Management
California
$2.07M
PWM
454
Perigon Wealth Management
California
$2.05M
HIP
455
HUB Investment Partners
Texas
$2.05M
BlackRock
456
BlackRock
New York
$2.03M
JHC
457
J. Hagan Capital
Kentucky
$2.02M
CA
458
Callahan Advisors
Texas
$2.01M
AL
459
Aspiriant LLC
California
$2M
EB
460
Exchange Bank
California
$1.99M
MA
461
Modus Advisors
Minnesota
$1.99M
RPWA
462
Regent Peak Wealth Advisors
Georgia
$1.99M
QCG
463
Quadrant Capital Group
Ohio
$1.98M
KCP
464
Kera Capital Partners
California
$1.97M
GCA
465
Gradient Capital Advisors
California
$1.96M
Natixis Advisors
466
Natixis Advisors
Massachusetts
$1.96M
GIM
467
Glenmede Investment Management
Pennsylvania
$1.95M
CRC
468
Curi RMB Capital
Illinois
$1.95M
PFA
469
Pure Financial Advisors
California
$1.95M
SWM
470
Selective Wealth Management
Virginia
$1.9M
SAM
471
Sawgrass Asset Management
Florida
$1.88M
NHC
472
Nicholas Hoffman & Company
Georgia
$1.87M
PIP
473
Peachtree Investment Partners
Florida
$1.87M
JWCA
474
J.W. Cole Advisors
Florida
$1.84M
CNFG
475
Creegan & Nassoura Financial Group
New Hampshire
$1.84M