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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
BWP
501
BSW Wealth Partners
Colorado
$1.7M
Qube Research & Technologies (QRT)
502
Qube Research & Technologies (QRT)
United Kingdom
$1.69M
RWM
503
RKL Wealth Management
Pennsylvania
$1.66M
KPWS
504
Kestra Private Wealth Services
Texas
$1.65M
WWM
505
Western Wealth Management
Colorado
$1.65M
MTIC
506
Missouri Trust & Investment Company
Missouri
$1.65M
CPA
507
Capital Performance Advisors
California
$1.64M
FF
508
Financial Futures
New Jersey
$1.64M
SW
509
SVB Wealth
Massachusetts
$1.63M
Vanguard Group
510
Vanguard Group
Pennsylvania
$1.63M
SWP
511
Strategic Wealth Partners
Ohio
$1.62M
MPM
512
Meritage Portfolio Management
Kansas
$1.6M
ASN
513
Advisory Services Network
Georgia
$1.6M
EAM
514
Everstar Asset Management
North Carolina
$1.59M
DI
515
Disciplined Investments
Oklahoma
$1.59M
PTC
516
Private Trust Company
Ohio
$1.58M
RW
517
REDW Wealth
New Mexico
$1.57M
SCA
518
STALEY CAPITAL ADVISERS
Pennsylvania
$1.56M
SWM
519
SpringVest Wealth Management
Texas
$1.55M
BWL
520
Bogart Wealth LLC
Virginia
$1.55M
B
521
Bailard
California
$1.55M
SPIA
522
Steward Partners Investment Advisory
New York
$1.54M
FWM
523
Fonville Wealth Management
Virginia
$1.51M
LFG
524
Larson Financial Group
Missouri
$1.49M
Belvedere Trading
525
Belvedere Trading
Illinois
$1.49M