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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
WC
601
Waterloo Capital
Texas
$1.03M
NCMW
602
Northern Capital Management (Washington)
Washington
$1.03M
BWP
603
BlueStem Wealth Partners
Minnesota
$1.02M
WIM
604
Waycross Investment Management
Washington
$1.02M
IAP
605
Indie Asset Partners
Indiana
$1.02M
TIP
606
Tandem Investment Partners
New Jersey
$1.02M
PPWP
607
Premier Path Wealth Partners
New Jersey
$1M
IF
608
Ironwood Financial
Arizona
$996K
LWMT
609
Legacy Wealth Management (Tennessee)
Tennessee
$989K
CTB
610
Country Trust Bank
Illinois
$983K
CPL
611
CAP Partners LLC
Tennessee
$982K
ODIJL
612
One Day In July LLC
Vermont
$977K
DI
613
Diligent Investors
California
$975K
YIH
614
Y-Intercept (HK)
Hong Kong
$966K
HPA
615
High Probability Advisors
New York
$960K
Franklin Resources
616
Franklin Resources
California
$948K
PFC
617
Phocas Financial Corp
California
$936K
DT
618
Diversified Trust
Tennessee
$936K
OWMIAS
619
One Wealth Management Investment & Advisory Services
Florida
$932K
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$931K
MIA
621
MainStreet Investment Advisors
Illinois
$931K
BA
622
Bridgewater Advisors
New York
$929K
BFC
623
Bedel Financial Consulting
Indiana
$920K
AWM
624
Aegis Wealth Management
Maryland
$899K
CA
625
Crewe Advisors
Utah
$893K