SCHB icon

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
AC
551
Attessa Capital
Arizona
$1.37M
CIA
552
Concurrent Investment Advisors
Florida
$1.36M
WIA
553
World Investment Advisors
California
$1.35M
IAA
554
Independent Advisor Alliance
North Carolina
$1.35M
PWS
555
Physician Wealth Solutions
Nevada
$1.35M
WSA
556
Warm Springs Advisors
California
$1.34M
GSAM
557
Grant Street Asset Management
Pennsylvania
$1.32M
EWA
558
EverSource Wealth Advisors
Alabama
$1.31M
EF
559
Envision Financial
Wisconsin
$1.3M
PFA
560
Pinnacle Family Advisors
Missouri
$1.3M
KWM
561
Keebeck Wealth Management
Illinois
$1.28M
LWM
562
Lionshead Wealth Management
New York
$1.25M
EGWAG
563
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M
HC
564
Hurley Capital
New York
$1.25M
BWM
565
BNC Wealth Management
Oregon
$1.25M
WHCI
566
W.H. Cornerstone Investments
Massachusetts
$1.24M
FCMA
567
Foresight Capital Management Advisors
Michigan
$1.22M
CIC
568
Carnegie Investment Counsel
Ohio
$1.22M
WMWM
569
Whitaker-Myers Wealth Managers
Ohio
$1.21M
SHWM
570
Smith & Howard Wealth Management
Georgia
$1.21M
PIM
571
Penobscot Investment Management
Massachusetts
$1.21M
MFG
572
Midwest Financial Group
Kansas
$1.2M
WA
573
Wealthstream Advisors
New York
$1.18M
TF
574
Tompkins Financial
New York
$1.18M
FNBT
575
FineMark National Bank & Trust
Florida
$1.17M