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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
Morgan Stanley
26
Morgan Stanley
New York
$82.2M -$252K -10,174 -0.3%
HSA
27
HBK Sorce Advisory
Pennsylvania
$80.9M +$15.4K +621 +0%
Bank of America
28
Bank of America
North Carolina
$80.7M -$2.8M -113,232 -3%
WA
29
Waverly Advisors
Alabama
$74.4M +$2.95M +119,089 +4%
SC
30
Savant Capital
Illinois
$73.6M +$13.8M +556,198 +24%
LPL Financial
31
LPL Financial
California
$72.7M +$1.77M +71,357 +3%
AAIM
32
Asset Advisors Investment Management
Georgia
$72.2M -$104K -4,184 -0.1%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$70.1M -$3.54M -143,185 -5%
Brown Advisory
34
Brown Advisory
Maryland
$70M -$408K -16,487 -0.6%
NSAM
35
North Star Asset Management
Wisconsin
$69.1M +$573K +23,164 +0.9%
LFS
36
Legacy Financial Strategies
Kansas
$69M +$3.42M +138,003 +5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$68.6M +$395K +15,948 +0.6%
CWM
38
Circle Wealth Management
New Jersey
$67.1M -$2.74M -110,666 -4%
DLCIG
39
D.L. Carlson Investment Group
New Hampshire
$67.1M -$182K -7,342 -0.3%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.4M -$998K -40,306 -2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$63.4M +$4.84M +195,411 +9%
Wells Fargo
42
Wells Fargo
California
$62.2M +$1.18M +47,831 +2%
M
43
MYeCFO
California
$62.2M +$458K +18,517 +0.8%
WAG
44
Winthrop Advisory Group
Massachusetts
$59.4M +$575K +23,233 +1%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$58.4M +$4.29M +173,119 +8%
Creative Planning
46
Creative Planning
Kansas
$57.8M +$352K +14,240 +0.6%
ACA
47
Aptus Capital Advisors
Alabama
$55.1M +$196K +7,903 +0.4%
CG
48
Caprock Group
Idaho
$55M +$54.6M +2,204,784 New
SFG
49
Sunburst Financial Group
Alabama
$53.7M +$99.2K +4,006 +0.2%
EFG
50
Ethos Financial Group
Pennsylvania
$53.3M +$303K +12,243 +0.6%