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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
GIM
476
Glenmede Investment Management
Pennsylvania
$1.95M -$21.7K -876 -1%
CRC
477
Curi RMB Capital
Illinois
$1.95M -$173 -7 -0%
PFA
478
Pure Financial Advisors
California
$1.95M -$8.19K -331 -0.4%
SWM
479
Selective Wealth Management
Virginia
$1.9M
SAM
480
Sawgrass Asset Management
Florida
$1.88M +$16.2K +655 +0.9%
NHC
481
Nicholas Hoffman & Company
Georgia
$1.87M +$2.25K +91 +0.1%
PIP
482
Peachtree Investment Partners
Florida
$1.87M -$3.27K -132 -0.2%
JWCA
483
J.W. Cole Advisors
Florida
$1.84M +$49.7K +2,009 +3%
CNFG
484
Creegan & Nassoura Financial Group
New Hampshire
$1.84M -$6.19K -250 -0.3%
KNFPWM
485
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.83M -$69.8K -2,821 -4%
IWM
486
IHT Wealth Management
Illinois
$1.83M -$690K -27,894 -28%
LWM
487
Luminvest Wealth Management
Arizona
$1.82M -$248K -10,017 -12%
KWA
488
Kingswood Wealth Advisors
California
$1.82M -$121K -4,893 -6%
NDSI
489
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M -$36.7K -1,484 -2%
CTA
490
Chesley Taft & Associates
Illinois
$1.79M -$24.8K -1,000 -1%
MML Investors Services
491
MML Investors Services
Massachusetts
$1.79M -$65.3K -2,640 -4%
FG
492
Fiduciary Group
Georgia
$1.78M -$7.8K -315 -0.5%
BWM
493
Blossom Wealth Management
California
$1.77M +$23.2K +938 +1%
NFTC
494
North Forty Two & Co
Oregon
$1.77M -$15.1K -611 -0.9%
TWM
495
Tolleson Wealth Management
Texas
$1.76M -$57K -2,303 -3%
BDWCC
496
B&D White Capital Company
Texas
$1.75M +$104K +4,212 +7%
CA
497
CGN Advisors
Kansas
$1.74M -$24.9K -1,007 -1%
MSG
498
Main Street Group
Virginia
$1.72M -$42.8K -1,729 -3%
EFM
499
Eley Financial Management
Vermont
$1.72M -$66.4K -2,682 -4%
SAM
500
S.A. Mason
Michigan
$1.72M +$1.61K +65 +0.1%