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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
KNFPWM
476
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.83M
IWM
477
IHT Wealth Management
Illinois
$1.83M
LWM
478
Luminvest Wealth Management
Arizona
$1.82M
KWA
479
Kingswood Wealth Advisors
California
$1.82M
NDSI
480
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M
CTA
481
Chesley Taft & Associates
Illinois
$1.79M
MML Investors Services
482
MML Investors Services
Massachusetts
$1.79M
FG
483
Fiduciary Group
Georgia
$1.78M
BWM
484
Blossom Wealth Management
California
$1.77M
NFTC
485
North Forty Two & Co
Oregon
$1.77M
TWM
486
Tolleson Wealth Management
Texas
$1.76M
BDWCC
487
B&D White Capital Company
Texas
$1.75M
CA
488
CGN Advisors
Kansas
$1.74M
MSG
489
Main Street Group
Virginia
$1.72M
EFM
490
Eley Financial Management
Vermont
$1.72M
SAM
491
S.A. Mason
Michigan
$1.72M
FWA
492
FSM Wealth Advisors
Ohio
$1.71M
LA
493
LexAurum Advisors
Kansas
$1.71M
BWP
494
BSW Wealth Partners
Colorado
$1.7M
Qube Research & Technologies (QRT)
495
Qube Research & Technologies (QRT)
United Kingdom
$1.69M
RWM
496
RKL Wealth Management
Pennsylvania
$1.66M
KPWS
497
Kestra Private Wealth Services
Texas
$1.65M
WWM
498
Western Wealth Management
Colorado
$1.65M
MTIC
499
Missouri Trust & Investment Company
Missouri
$1.65M
CPA
500
Capital Performance Advisors
California
$1.64M