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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
NHC
476
Nicholas Hoffman & Company
Georgia
$1.87M
PIP
477
Peachtree Investment Partners
Florida
$1.87M
JWCA
478
J.W. Cole Advisors
Florida
$1.84M
CNFG
479
Creegan & Nassoura Financial Group
New Hampshire
$1.84M
KNFPWM
480
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.83M
IWM
481
IHT Wealth Management
Illinois
$1.83M
LWM
482
Luminvest Wealth Management
Arizona
$1.82M
KWA
483
Kingswood Wealth Advisors
California
$1.82M
NDSI
484
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M
CTA
485
Chesley Taft & Associates
Illinois
$1.79M
MML Investors Services
486
MML Investors Services
Massachusetts
$1.79M
FG
487
Fiduciary Group
Georgia
$1.78M
BWM
488
Blossom Wealth Management
California
$1.77M
NFTC
489
North Forty Two & Co
Oregon
$1.77M
TWM
490
Tolleson Wealth Management
Texas
$1.76M
BDWCC
491
B&D White Capital Company
Texas
$1.75M
CA
492
CGN Advisors
Kansas
$1.74M
MSG
493
Main Street Group
Virginia
$1.72M
EFM
494
Eley Financial Management
Vermont
$1.72M
SAM
495
S.A. Mason
Michigan
$1.72M
FWA
496
FSM Wealth Advisors
Ohio
$1.71M
LA
497
LexAurum Advisors
Kansas
$1.71M
BWP
498
BSW Wealth Partners
Colorado
$1.7M
Qube Research & Technologies (QRT)
499
Qube Research & Technologies (QRT)
United Kingdom
$1.69M
RWM
500
RKL Wealth Management
Pennsylvania
$1.66M