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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
TF
576
Tompkins Financial
New York
$1.18M
FNBT
577
FineMark National Bank & Trust
Florida
$1.17M -$104K -4,200 -8%
LKBC
578
L.K. Benson & Company
Maryland
$1.16M +$14.1K +570 +1%
MG
579
Marex Group
$1.16M +$1.12M +45,158 New
PIWA
580
Prevail Innovative Wealth Advisors
Kansas
$1.16M +$33.1K +1,338 +3%
KFP
581
KMG Fiduciary Partners
Ohio
$1.15M
EWM
582
Evermay Wealth Management
Virginia
$1.14M -$166K -6,715 -13%
OC
583
Oarsman Capital
Wisconsin
$1.14M +$80.8K +3,264 +8%
PL
584
Plancorp LLC
Missouri
$1.14M -$28.5K -1,151 -3%
OPWM
585
Oakwell Private Wealth Management
Texas
$1.14M
SSWM
586
Smith Salley Wealth Management
North Carolina
$1.13M -$118K -4,760 -10%
CCM
587
Colorado Capital Management
Colorado
$1.11M +$6.24K +252 +0.6%
MYIA
588
Mount Yale Investment Advisors
Colorado
$1.11M +$1.06M +42,662 +9,438%
VAS
589
Vestmark Advisory Solutions
Massachusetts
$1.11M +$1.07M +43,114 New
TPWM
590
Twelve Points Wealth Management
Massachusetts
$1.1M
GC
591
Grimes & Company
Massachusetts
$1.09M +$167K +6,760 +19%
BFS
592
Burkett Financial Services
South Carolina
$1.09M +$4.75K +192 +0.5%
MCM
593
Mengis Capital Management
Oregon
$1.09M +$866 +35 +0.1%
CCM
594
Chilton Capital Management
Texas
$1.09M -$39.7K -1,604 -4%
FEM
595
Fulcrum Equity Management
Texas
$1.08M +$7.82K +316 +0.8%
PAS
596
Park Avenue Securities
New York
$1.08M +$5.03K +203 +0.5%
SIA
597
Soltis Investment Advisors
Utah
$1.08M +$2.23K +90 +0.2%
EFH
598
Eaton Financial Holdings
Florida
$1.07M +$1.03M +41,648 New
CFA
599
Cahill Financial Advisors
Minnesota
$1.06M +$77.2K +3,117 +8%
CAL
600
Capital Advisors Ltd
Ohio
$1.05M +$13.7K +555 +1%