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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
IAN
526
Integrated Advisors Network
Texas
$1.48M
SRCM
527
Signature Resources Capital Management
California
$1.48M
RWM
528
Riverchase Wealth Management
Texas
$1.47M
MFA
529
Morling Financial Advisors
California
$1.47M
GWM
530
Guardian Wealth Management
Illinois
$1.47M
DADC
531
D.A. Davidson & Co
Montana
$1.46M
FF
532
Farrow Financial
Vermont
$1.46M
VWA
533
VERITY Wealth Advisors
United States
$1.44M
BIG
534
Brookwood Investment Group
Arizona
$1.44M
PP
535
PDS Planning
Ohio
$1.43M
AWA
536
Acorn Wealth Advisors
Michigan
$1.42M
CA
537
CoreCap Advisors
Michigan
$1.42M
UWPG
538
Ullmann Wealth Partners Group
Florida
$1.41M
FFP
539
Freedom Financial Partners
Minnesota
$1.41M
RWM
540
RMG Wealth Management
Wisconsin
$1.41M
TCOV
541
Trust Company of Vermont
Vermont
$1.41M
FWP
542
Firethorn Wealth Partners
Georgia
$1.4M
APP
543
Avantax Planning Partners
Iowa
$1.39M
SCP
544
Shorepoint Capital Partners
Massachusetts
$1.38M
SCM
545
Seascape Capital Management
New Hampshire
$1.38M
PPW
546
Pasadena Private Wealth
California
$1.37M
CAM
547
Clark Asset Management
New Hampshire
$1.37M
AC
548
Attessa Capital
Arizona
$1.37M
CIA
549
Concurrent Investment Advisors
Florida
$1.36M
WIA
550
World Investment Advisors
California
$1.35M