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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
OPWM
576
Oakwell Private Wealth Management
Texas
$1.14M
SSWM
577
Smith Salley Wealth Management
North Carolina
$1.13M
CCM
578
Colorado Capital Management
Colorado
$1.11M
MYIA
579
Mount Yale Investment Advisors
Colorado
$1.11M
VAS
580
Vestmark Advisory Solutions
Massachusetts
$1.11M
TPWM
581
Twelve Points Wealth Management
Massachusetts
$1.1M
GC
582
Grimes & Company
Massachusetts
$1.09M
BFS
583
Burkett Financial Services
South Carolina
$1.09M
MCM
584
Mengis Capital Management
Oregon
$1.09M
CCM
585
Chilton Capital Management
Texas
$1.09M
PAS
586
Park Avenue Securities
New York
$1.08M
SIA
587
Soltis Investment Advisors
Utah
$1.08M
EFH
588
Eaton Financial Holdings
Florida
$1.07M
CFA
589
Cahill Financial Advisors
Minnesota
$1.06M
CAL
590
Capital Advisors Ltd
Ohio
$1.05M
BBA
591
BLB&B Advisors
Pennsylvania
$1.05M
AWG
592
Altus Wealth Group
Colorado
$1.05M
SPFA
593
Summit Place Financial Advisors
New Jersey
$1.05M
CC
594
Cornerstone Capital
California
$1.05M
BC
595
Barrett & Company
Rhode Island
$1.04M
DWM
596
Diversify Wealth Management
Utah
$1.04M
FA
597
FF Advisors
California
$1.04M
GT
598
Greenleaf Trust
Michigan
$1.04M
Fifth Third Bancorp
599
Fifth Third Bancorp
Ohio
$1.04M
EAM
600
Evanson Asset Management
California
$1.03M