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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
PA
451
Pinnacle Associates
New York
$2.15M
BCM
452
Barden Capital Management
Texas
$2.15M
Baird Financial Group
453
Baird Financial Group
Wisconsin
$2.13M
DOA
454
D'Orazio & Associates
Virginia
$2.1M
CAI
455
Capital Advisors Inc
Oklahoma
$2.08M
SAMC
456
Spectrum Asset Management (California)
California
$2.08M
SOS
457
Silver Oak Securities
Tennessee
$2.07M
OCM
458
One Capital Management
California
$2.07M
PWM
459
Perigon Wealth Management
California
$2.05M
HIP
460
HUB Investment Partners
Texas
$2.05M
BlackRock
461
BlackRock
New York
$2.03M
JHC
462
J. Hagan Capital
Kentucky
$2.02M
CA
463
Callahan Advisors
Texas
$2.01M
AL
464
Aspiriant LLC
California
$2M
EB
465
Exchange Bank
California
$1.99M
MA
466
Modus Advisors
Minnesota
$1.99M
RPWA
467
Regent Peak Wealth Advisors
Georgia
$1.99M
QCG
468
Quadrant Capital Group
Ohio
$1.98M
KCP
469
Kera Capital Partners
California
$1.97M
WOSD
470
WFA of San Diego
California
$1.96M
GCA
471
Gradient Capital Advisors
California
$1.96M
Natixis Advisors
472
Natixis Advisors
Massachusetts
$1.96M
SA
473
Sanctuary Advisors
Indiana
$1.95M
GIM
474
Glenmede Investment Management
Pennsylvania
$1.95M
CRC
475
Curi RMB Capital
Illinois
$1.95M