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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
EWA
551
EverSource Wealth Advisors
Alabama
$1.31M
EF
552
Envision Financial
Wisconsin
$1.3M
PFA
553
Pinnacle Family Advisors
Missouri
$1.3M
KWM
554
Keebeck Wealth Management
Illinois
$1.28M
LWM
555
Lionshead Wealth Management
New York
$1.25M
EGWAG
556
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M
HC
557
Hurley Capital
New York
$1.25M
BWM
558
BNC Wealth Management
Oregon
$1.25M
WHCI
559
W.H. Cornerstone Investments
Massachusetts
$1.24M
FCMA
560
Foresight Capital Management Advisors
Michigan
$1.22M
CIC
561
Carnegie Investment Counsel
Ohio
$1.22M
WMWM
562
Whitaker-Myers Wealth Managers
Ohio
$1.21M
SHWM
563
Smith & Howard Wealth Management
Georgia
$1.21M
PIM
564
Penobscot Investment Management
Massachusetts
$1.21M
MFG
565
Midwest Financial Group
Kansas
$1.2M
WA
566
Wealthstream Advisors
New York
$1.18M
TF
567
Tompkins Financial
New York
$1.18M
FNBT
568
FineMark National Bank & Trust
Florida
$1.17M
LKBC
569
L.K. Benson & Company
Maryland
$1.16M
MG
570
Marex Group
$1.16M
PIWA
571
Prevail Innovative Wealth Advisors
Kansas
$1.16M
KFP
572
KMG Fiduciary Partners
Ohio
$1.15M
EWM
573
Evermay Wealth Management
Virginia
$1.14M
OC
574
Oarsman Capital
Wisconsin
$1.14M
PL
575
Plancorp LLC
Missouri
$1.14M