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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
Bank of New York Mellon
451
Bank of New York Mellon
New York
$2.15M +$10.9K +441 +0.5%
PA
452
Pinnacle Associates
New York
$2.15M +$26.8K +1,082 +1%
BCM
453
Barden Capital Management
Texas
$2.15M -$130K -5,256 -6%
Baird Financial Group
454
Baird Financial Group
Wisconsin
$2.13M -$186K -7,505 -8%
FNBOMD
455
First National Bank of Mount Dora
Florida
$2.11M
DOA
456
D'Orazio & Associates
Virginia
$2.1M
CAI
457
Capital Advisors Inc
Oklahoma
$2.08M -$33.2K -1,340 -2%
SAMC
458
Spectrum Asset Management (California)
California
$2.08M +$58.7K +2,371 +3%
SOS
459
Silver Oak Securities
Tennessee
$2.07M +$39.1K +1,578 +2%
OCM
460
One Capital Management
California
$2.07M -$99.6K -4,025 -5%
PWM
461
Perigon Wealth Management
California
$2.05M -$456K -18,416 -19%
HIP
462
HUB Investment Partners
Texas
$2.05M -$1.34K -54 -0.1%
BlackRock
463
BlackRock
New York
$2.03M +$1.48M +59,687 +312%
JHC
464
J. Hagan Capital
Kentucky
$2.02M +$64.7K +2,615 +3%
CA
465
Callahan Advisors
Texas
$2.01M +$325K +13,135 +20%
AL
466
Aspiriant LLC
California
$2M
EB
467
Exchange Bank
California
$1.99M
MA
468
Modus Advisors
Minnesota
$1.99M -$6.26K -253 -0.3%
RPWA
469
Regent Peak Wealth Advisors
Georgia
$1.99M +$1.91M +77,259 New
QCG
470
Quadrant Capital Group
Ohio
$1.98M -$5.2K -210 -0.3%
KCP
471
Kera Capital Partners
California
$1.97M -$177K -7,170 -9%
WOSD
472
WFA of San Diego
California
$1.96M -$14.7K -593 -0.8%
GCA
473
Gradient Capital Advisors
California
$1.96M -$52.3K -2,111 -3%
Natixis Advisors
474
Natixis Advisors
Massachusetts
$1.96M +$311K +12,584 +20%
SA
475
Sanctuary Advisors
Indiana
$1.95M -$9.75K -394 -0.5%