SCHB icon

Schwab US Broad Market ETF

1,198 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 479 increasing their positions, 445 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: 479 | Existing positions reduced: 445

0% less funds holding

Funds holding: 1,2001,198 (-2)

4.94% less ownership

Funds ownership: 37.16%32.22% (-4.9%)

Holders
1,198
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
KPWS
501
Kestra Private Wealth Services
Texas
$1.65M
WWM
502
Western Wealth Management
Colorado
$1.65M
MTIC
503
Missouri Trust & Investment Company
Missouri
$1.65M
CPA
504
Capital Performance Advisors
California
$1.64M
FF
505
Financial Futures
New Jersey
$1.64M
SW
506
SVB Wealth
Massachusetts
$1.63M
Vanguard Group
507
Vanguard Group
Pennsylvania
$1.63M
SWP
508
Strategic Wealth Partners
Ohio
$1.62M
MPM
509
Meritage Portfolio Management
Kansas
$1.6M
ASN
510
Advisory Services Network
Georgia
$1.6M
EAM
511
Everstar Asset Management
North Carolina
$1.59M
DI
512
Disciplined Investments
Oklahoma
$1.59M
PTC
513
Private Trust Company
Ohio
$1.58M
RW
514
REDW Wealth
New Mexico
$1.57M
SCA
515
STALEY CAPITAL ADVISERS
Pennsylvania
$1.56M
SWM
516
SpringVest Wealth Management
Texas
$1.55M
BWL
517
Bogart Wealth LLC
Virginia
$1.55M
B
518
Bailard
California
$1.55M
SPIA
519
Steward Partners Investment Advisory
New York
$1.54M
FWM
520
Fonville Wealth Management
Virginia
$1.51M
LFG
521
Larson Financial Group
Missouri
$1.49M
Belvedere Trading
522
Belvedere Trading
Illinois
$1.49M
WA
523
Wealth Architects
California
$1.49M
MOS
524
MGO One Seven
Ohio
$1.48M
WI
525
Westbourne Investments
Virginia
$1.48M