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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
Baird Financial Group
451
Baird Financial Group
Wisconsin
$2.13M
DOA
452
D'Orazio & Associates
Virginia
$2.1M
CAI
453
Capital Advisors Inc
Oklahoma
$2.08M
SAMC
454
Spectrum Asset Management (California)
California
$2.08M
SOS
455
Silver Oak Securities
Tennessee
$2.07M
OCM
456
One Capital Management
California
$2.07M
PWM
457
Perigon Wealth Management
California
$2.05M
HIP
458
HUB Investment Partners
Texas
$2.05M
BlackRock
459
BlackRock
New York
$2.03M
JHC
460
J. Hagan Capital
Kentucky
$2.02M
CA
461
Callahan Advisors
Texas
$2.01M
AL
462
Aspiriant LLC
California
$2M
EB
463
Exchange Bank
California
$1.99M
MA
464
Modus Advisors
Minnesota
$1.99M
RPWA
465
Regent Peak Wealth Advisors
Georgia
$1.99M
QCG
466
Quadrant Capital Group
Ohio
$1.98M
KCP
467
Kera Capital Partners
California
$1.97M
GCA
468
Gradient Capital Advisors
California
$1.96M
Natixis Advisors
469
Natixis Advisors
Massachusetts
$1.96M
SA
470
Sanctuary Advisors
Indiana
$1.95M
GIM
471
Glenmede Investment Management
Pennsylvania
$1.95M
CRC
472
Curi RMB Capital
Illinois
$1.95M
PFA
473
Pure Financial Advisors
California
$1.95M
SWM
474
Selective Wealth Management
Virginia
$1.9M
SAM
475
Sawgrass Asset Management
Florida
$1.88M