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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
LFG
526
Larson Financial Group
Missouri
$1.49M -$133K -5,355 -8%
Belvedere Trading
527
Belvedere Trading
Illinois
$1.49M +$173K +7,000 +14%
WA
528
Wealth Architects
California
$1.49M -$38.3K -1,547 -3%
MOS
529
MGO One Seven
Ohio
$1.48M -$38.6K -1,561 -3%
WI
530
Westbourne Investments
Virginia
$1.48M -$257K -10,378 -16%
IAN
531
Integrated Advisors Network
Texas
$1.48M -$162K -6,557 -10%
SRCM
532
Signature Resources Capital Management
California
$1.48M -$3.22K -130 -0.2%
RWM
533
Riverchase Wealth Management
Texas
$1.47M
MFA
534
Morling Financial Advisors
California
$1.47M -$18.5K -746 -1%
GWMI
535
Guardian Wealth Management (Illinois)
Illinois
$1.47M -$40K -1,614 -3%
DADC
536
D.A. Davidson & Co
Montana
$1.46M +$25.5K +1,032 +2%
FF
537
Farrow Financial
Vermont
$1.46M +$441K +17,820 +46%
VWA
538
VERITY Wealth Advisors
United States
$1.44M
BIG
539
Brookwood Investment Group
Arizona
$1.44M -$65.9K -2,663 -5%
PP
540
PDS Planning
Ohio
$1.43M +$916 +37 +0.1%
AWA
541
Acorn Wealth Advisors
Michigan
$1.42M +$127K +5,136 +10%
CA
542
CoreCap Advisors
Michigan
$1.42M -$6.78K -274 -0.5%
UWPG
543
Ullmann Wealth Partners Group
Florida
$1.41M
FFP
544
Freedom Financial Partners
Minnesota
$1.41M -$43.6K -1,760 -3%
RWM
545
RMG Wealth Management
Wisconsin
$1.41M +$28.4K +1,146 +2%
TCOV
546
Trust Company of Vermont
Vermont
$1.41M
FWP
547
Firethorn Wealth Partners
Georgia
$1.4M -$70.9K -2,864 -5%
APP
548
Avantax Planning Partners
Iowa
$1.39M -$126K -5,075 -9%
SCP
549
Shorepoint Capital Partners
Massachusetts
$1.38M +$1.33M +53,664 New
SCM
550
Seascape Capital Management
New Hampshire
$1.38M +$49.9K +2,014 +4%