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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
WA
526
Wealth Architects
California
$1.49M
MOS
527
MGO One Seven
Ohio
$1.48M
WI
528
Westbourne Investments
Virginia
$1.48M
IAN
529
Integrated Advisors Network
Texas
$1.48M
SRCM
530
Signature Resources Capital Management
California
$1.48M
RWM
531
Riverchase Wealth Management
Texas
$1.47M
MFA
532
Morling Financial Advisors
California
$1.47M
GWMI
533
Guardian Wealth Management (Illinois)
Illinois
$1.47M
DADC
534
D.A. Davidson & Co
Montana
$1.46M
FF
535
Farrow Financial
Vermont
$1.46M
VWA
536
VERITY Wealth Advisors
United States
$1.44M
BIG
537
Brookwood Investment Group
Arizona
$1.44M
PP
538
PDS Planning
Ohio
$1.43M
AWA
539
Acorn Wealth Advisors
Michigan
$1.42M
CA
540
CoreCap Advisors
Michigan
$1.42M
UWPG
541
Ullmann Wealth Partners Group
Florida
$1.41M
FFP
542
Freedom Financial Partners
Minnesota
$1.41M
RWM
543
RMG Wealth Management
Wisconsin
$1.41M
TCOV
544
Trust Company of Vermont
Vermont
$1.41M
FWP
545
Firethorn Wealth Partners
Georgia
$1.4M
APP
546
Avantax Planning Partners
Iowa
$1.39M
SCP
547
Shorepoint Capital Partners
Massachusetts
$1.38M
SCM
548
Seascape Capital Management
New Hampshire
$1.38M
PPW
549
Pasadena Private Wealth
California
$1.37M
CAM
550
Clark Asset Management
New Hampshire
$1.37M