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Schwab US Broad Market ETF

1,205 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, 481 increasing their positions, 450 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:

7% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 450

0% more funds holding

Funds holding: 1,2051,205 (0)

4.94% less ownership

Funds ownership: 37.23%32.29% (-4.9%)

Holders
1,205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
139
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
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
476
Pure Financial Advisors
California
$1.95M
SWM
477
Selective Wealth Management
Virginia
$1.9M
SAM
478
Sawgrass Asset Management
Florida
$1.88M
NHC
479
Nicholas Hoffman & Company
Georgia
$1.87M
PIP
480
Peachtree Investment Partners
Florida
$1.87M
JWCA
481
J.W. Cole Advisors
Florida
$1.84M
CNFG
482
Creegan & Nassoura Financial Group
New Hampshire
$1.84M
KNFPWM
483
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.83M
IWM
484
IHT Wealth Management
Illinois
$1.83M
LWM
485
Luminvest Wealth Management
Arizona
$1.82M
KWA
486
Kingswood Wealth Advisors
California
$1.82M
NDSI
487
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M
CTA
488
Chesley Taft & Associates
Illinois
$1.79M
MML Investors Services
489
MML Investors Services
Massachusetts
$1.79M
FG
490
Fiduciary Group
Georgia
$1.78M
BWM
491
Blossom Wealth Management
California
$1.77M
NFTC
492
North Forty Two & Co
Oregon
$1.77M
TWM
493
Tolleson Wealth Management
Texas
$1.76M
BDWCC
494
B&D White Capital Company
Texas
$1.75M
CA
495
CGN Advisors
Kansas
$1.74M
MSG
496
Main Street Group
Virginia
$1.72M
EFM
497
Eley Financial Management
Vermont
$1.72M
SAM
498
S.A. Mason
Michigan
$1.72M
FWA
499
FSM Wealth Advisors
Ohio
$1.71M
LA
500
LexAurum Advisors
Kansas
$1.71M