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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
FWA
501
FSM Wealth Advisors
Ohio
$1.71M +$1.56K +63 +0.1%
LA
502
LexAurum Advisors
Kansas
$1.71M -$834K -33,708 -34%
BWP
503
BSW Wealth Partners
Colorado
$1.7M -$66.2K -2,674 -4%
Qube Research & Technologies (QRT)
504
Qube Research & Technologies (QRT)
United Kingdom
$1.69M +$1.36M +54,858 +501%
RWM
505
RKL Wealth Management
Pennsylvania
$1.66M -$20.4K -826 -1%
KPWS
506
Kestra Private Wealth Services
Texas
$1.65M +$39.8K +1,609 +3%
WWM
507
Western Wealth Management
Colorado
$1.65M -$27.4K -1,105 -2%
MTIC
508
Missouri Trust & Investment Company
Missouri
$1.65M -$495 -20 -0%
CPA
509
Capital Performance Advisors
California
$1.64M -$149 -6 -0%
FF
510
Financial Futures
New Jersey
$1.64M +$156K +6,290 +11%
SW
511
SVB Wealth
Massachusetts
$1.63M -$34.7K -1,400 -2%
Vanguard Group
512
Vanguard Group
Pennsylvania
$1.63M +$34.7K +1,402 +2%
SWP
513
Strategic Wealth Partners
Ohio
$1.62M +$1.55M +62,808 +130,850%
MPM
514
Meritage Portfolio Management
Kansas
$1.6M -$119K -4,825 -7%
ASN
515
Advisory Services Network
Georgia
$1.6M +$51.2K +2,067 +3%
EAM
516
Everstar Asset Management
North Carolina
$1.59M -$24.7K -996 -2%
DI
517
Disciplined Investments
Oklahoma
$1.59M
PTC
518
Private Trust Company
Ohio
$1.58M +$18K +726 +1%
RW
519
REDW Wealth
New Mexico
$1.57M -$3.61K -146 -0.2%
SCA
520
STALEY CAPITAL ADVISERS
Pennsylvania
$1.56M -$1.49K -60 -0.1%
SWM
521
SpringVest Wealth Management
Texas
$1.55M +$314K +12,695 +27%
BWL
522
Bogart Wealth LLC
Virginia
$1.55M +$1.81K +73 +0.1%
B
523
Bailard
California
$1.55M -$80K -3,230 -5%
SPIA
524
Steward Partners Investment Advisory
New York
$1.54M +$690K +27,890 +87%
FWM
525
Fonville Wealth Management
Virginia
$1.51M -$55K -2,221 -4%