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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
FF
501
Financial Futures
New Jersey
$1.64M
SW
502
SVB Wealth
Massachusetts
$1.63M
Vanguard Group
503
Vanguard Group
Pennsylvania
$1.63M
SWP
504
Strategic Wealth Partners
Ohio
$1.62M
MPM
505
Meritage Portfolio Management
Kansas
$1.6M
ASN
506
Advisory Services Network
Georgia
$1.6M
EAM
507
Everstar Asset Management
North Carolina
$1.59M
DI
508
Disciplined Investments
Oklahoma
$1.59M
PTC
509
Private Trust Company
Ohio
$1.58M
RW
510
REDW Wealth
New Mexico
$1.57M
SCA
511
STALEY CAPITAL ADVISERS
Pennsylvania
$1.56M
SWM
512
SpringVest Wealth Management
Texas
$1.55M
BWL
513
Bogart Wealth LLC
Virginia
$1.55M
B
514
Bailard
California
$1.55M
SPIA
515
Steward Partners Investment Advisory
New York
$1.54M
FWM
516
Fonville Wealth Management
Virginia
$1.51M
LFG
517
Larson Financial Group
Missouri
$1.49M
Belvedere Trading
518
Belvedere Trading
Illinois
$1.49M
WA
519
Wealth Architects
California
$1.49M
MOS
520
MGO One Seven
Ohio
$1.48M
WI
521
Westbourne Investments
Virginia
$1.48M
IAN
522
Integrated Advisors Network
Texas
$1.48M
SRCM
523
Signature Resources Capital Management
California
$1.48M
RWM
524
Riverchase Wealth Management
Texas
$1.47M
MFA
525
Morling Financial Advisors
California
$1.47M