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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
LKBC
576
L.K. Benson & Company
Maryland
$1.16M
MG
577
Marex Group
$1.16M
PIWA
578
Prevail Innovative Wealth Advisors
Kansas
$1.16M
KFP
579
KMG Fiduciary Partners
Ohio
$1.15M
EWM
580
Evermay Wealth Management
Virginia
$1.14M
OC
581
Oarsman Capital
Wisconsin
$1.14M
PL
582
Plancorp LLC
Missouri
$1.14M
OPWM
583
Oakwell Private Wealth Management
Texas
$1.14M
SSWM
584
Smith Salley Wealth Management
North Carolina
$1.13M
CCM
585
Colorado Capital Management
Colorado
$1.11M
MYIA
586
Mount Yale Investment Advisors
Colorado
$1.11M
VAS
587
Vestmark Advisory Solutions
Massachusetts
$1.11M
TPWM
588
Twelve Points Wealth Management
Massachusetts
$1.1M
GC
589
Grimes & Company
Massachusetts
$1.09M
BFS
590
Burkett Financial Services
South Carolina
$1.09M
MCM
591
Mengis Capital Management
Oregon
$1.09M
CCM
592
Chilton Capital Management
Texas
$1.09M
FEM
593
Fulcrum Equity Management
Texas
$1.08M
PAS
594
Park Avenue Securities
New York
$1.08M
SIA
595
Soltis Investment Advisors
Utah
$1.08M
EFH
596
Eaton Financial Holdings
Florida
$1.07M
CFA
597
Cahill Financial Advisors
Minnesota
$1.06M
CAL
598
Capital Advisors Ltd
Ohio
$1.05M
BBA
599
BLB&B Advisors
Pennsylvania
$1.05M
AWG
600
Altus Wealth Group
Colorado
$1.05M