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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
GWM
526
Guardian Wealth Management
Illinois
$1.47M
DADC
527
D.A. Davidson & Co
Montana
$1.46M
FF
528
Farrow Financial
Vermont
$1.46M
VWA
529
VERITY Wealth Advisors
United States
$1.44M
BIG
530
Brookwood Investment Group
Arizona
$1.44M
PP
531
PDS Planning
Ohio
$1.43M
AWA
532
Acorn Wealth Advisors
Michigan
$1.42M
CA
533
CoreCap Advisors
Michigan
$1.42M
UWPG
534
Ullmann Wealth Partners Group
Florida
$1.41M
FFP
535
Freedom Financial Partners
Minnesota
$1.41M
RWM
536
RMG Wealth Management
Wisconsin
$1.41M
TCOV
537
Trust Company of Vermont
Vermont
$1.41M
FWP
538
Firethorn Wealth Partners
Georgia
$1.4M
APP
539
Avantax Planning Partners
Iowa
$1.39M
SCP
540
Shorepoint Capital Partners
Massachusetts
$1.38M
SCM
541
Seascape Capital Management
New Hampshire
$1.38M
PPW
542
Pasadena Private Wealth
California
$1.37M
CAM
543
Clark Asset Management
New Hampshire
$1.37M
AC
544
Attessa Capital
Arizona
$1.37M
CIA
545
Concurrent Investment Advisors
Florida
$1.36M
WIA
546
World Investment Advisors
California
$1.35M
IAA
547
Independent Advisor Alliance
North Carolina
$1.35M
PWS
548
Physician Wealth Solutions
Nevada
$1.35M
WSA
549
Warm Springs Advisors
California
$1.34M
GSAM
550
Grant Street Asset Management
Pennsylvania
$1.32M