SCHB icon

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
IAA
551
Independent Advisor Alliance
North Carolina
$1.35M
PWS
552
Physician Wealth Solutions
Nevada
$1.35M
WSA
553
Warm Springs Advisors
California
$1.34M
GSAM
554
Grant Street Asset Management
Pennsylvania
$1.32M
EWA
555
EverSource Wealth Advisors
Alabama
$1.31M
EF
556
Envision Financial
Wisconsin
$1.3M
PFA
557
Pinnacle Family Advisors
Missouri
$1.3M
KWM
558
Keebeck Wealth Management
Illinois
$1.28M
LWM
559
Lionshead Wealth Management
New York
$1.25M
EGWAG
560
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M
HC
561
Hurley Capital
New York
$1.25M
BWM
562
BNC Wealth Management
Oregon
$1.25M
WHCI
563
W.H. Cornerstone Investments
Massachusetts
$1.24M
FCMA
564
Foresight Capital Management Advisors
Michigan
$1.22M
CIC
565
Carnegie Investment Counsel
Ohio
$1.22M
WMWM
566
Whitaker-Myers Wealth Managers
Ohio
$1.21M
SHWM
567
Smith & Howard Wealth Management
Georgia
$1.21M
PIM
568
Penobscot Investment Management
Massachusetts
$1.21M
MFG
569
Midwest Financial Group
Kansas
$1.2M
WA
570
Wealthstream Advisors
New York
$1.18M
TF
571
Tompkins Financial
New York
$1.18M
FNBT
572
FineMark National Bank & Trust
Florida
$1.17M
LKBC
573
L.K. Benson & Company
Maryland
$1.16M
MG
574
Marex Group
$1.16M
PIWA
575
Prevail Innovative Wealth Advisors
Kansas
$1.16M