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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
PPW
551
Pasadena Private Wealth
California
$1.37M -$31.9K -1,287 -2%
CAM
552
Clark Asset Management
New Hampshire
$1.37M +$1.56K +63 +0.1%
AC
553
Attessa Capital
Arizona
$1.37M -$2.15K -87 -0.2%
CIA
554
Concurrent Investment Advisors
Florida
$1.36M +$34.2K +1,382 +3%
WIA
555
World Investment Advisors
California
$1.35M +$18.1K +730 +1%
IAA
556
Independent Advisor Alliance
North Carolina
$1.35M -$56.7K -2,291 -4%
PWS
557
Physician Wealth Solutions
Nevada
$1.35M -$619 -25 -0%
WSA
558
Warm Springs Advisors
California
$1.34M +$1.29M +52,180 New
GSAM
559
Grant Street Asset Management
Pennsylvania
$1.32M -$941 -38 -0.1%
EWA
560
EverSource Wealth Advisors
Alabama
$1.31M +$1.09M +43,876 +626%
EF
561
Envision Financial
Wisconsin
$1.3M -$1.19K -48 -0.1%
PFA
562
Pinnacle Family Advisors
Missouri
$1.3M -$30.8K -1,246 -2%
KWM
563
Keebeck Wealth Management
Illinois
$1.28M +$173 +7 +0%
LWM
564
Lionshead Wealth Management
New York
$1.25M
EGWAG
565
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M -$8.81K -356 -0.7%
HC
566
Hurley Capital
New York
$1.25M +$3.46K +140 +0.3%
BWM
567
BNC Wealth Management
Oregon
$1.25M -$97.4K -3,934 -8%
WHCI
568
W.H. Cornerstone Investments
Massachusetts
$1.24M +$297 +12 +0%
FCMA
569
Foresight Capital Management Advisors
Michigan
$1.22M +$3.29K +133 +0.3%
CIC
570
Carnegie Investment Counsel
Ohio
$1.22M +$6.71K +271 +0.6%
WMWM
571
Whitaker-Myers Wealth Managers
Ohio
$1.21M -$1.44K -58 -0.1%
SHWM
572
Smith & Howard Wealth Management
Georgia
$1.21M -$9.28K -375 -0.8%
PIM
573
Penobscot Investment Management
Massachusetts
$1.21M -$65.3K -2,640 -5%
MFG
574
Midwest Financial Group
Kansas
$1.2M +$3.34K +135 +0.3%
WA
575
Wealthstream Advisors
New York
$1.18M +$150K +6,040 +15%