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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
BBA
601
BLB&B Advisors
Pennsylvania
$1.05M +$98.7K +3,986 +11%
AWG
602
Altus Wealth Group
Colorado
$1.05M +$1.01M +40,845 New
SPFA
603
Summit Place Financial Advisors
New Jersey
$1.05M +$10.5K +425 +1%
CC
604
Cornerstone Capital
California
$1.05M +$1.01M +40,678 New
BC
605
Barrett & Company
Rhode Island
$1.04M -$23.8K -961 -2%
DWM
606
Diversify Wealth Management
Utah
$1.04M +$8.89K +359 +0.9%
FA
607
FF Advisors
California
$1.04M -$38.8K -1,566 -4%
GT
608
Greenleaf Trust
Michigan
$1.04M -$5.64K -228 -0.6%
Fifth Third Bancorp
609
Fifth Third Bancorp
Ohio
$1.04M +$28.2K +1,141 +3%
EAM
610
Evanson Asset Management
California
$1.03M +$81.5K +3,292 +9%
WC
611
Waterloo Capital
Texas
$1.03M +$1.76K +71 +0.2%
NCMW
612
Northern Capital Management (Washington)
Washington
$1.03M +$35.3K +1,425 +4%
BWP
613
BlueStem Wealth Partners
Minnesota
$1.02M -$23.1K -935 -2%
WIM
614
Waycross Investment Management
Washington
$1.02M +$50 +2 +0%
IAP
615
Indie Asset Partners
Indiana
$1.02M
TIP
616
Tandem Investment Partners
New Jersey
$1.02M -$15.4K -621 -2%
PPWP
617
Premier Path Wealth Partners
New Jersey
$1M +$12K +485 +1%
IF
618
Ironwood Financial
Arizona
$996K -$1.71K -69 -0.2%
LWMT
619
Legacy Wealth Management (Tennessee)
Tennessee
$989K +$16.7K +674 +2%
CTB
620
Country Trust Bank
Illinois
$983K
CPL
621
CAP Partners LLC
Tennessee
$982K -$20.8K -842 -2%
ODIJL
622
One Day In July LLC
Vermont
$977K +$76.2K +3,080 +9%
DI
623
Diligent Investors
California
$975K -$98.9K -3,996 -10%
YIH
624
Y-Intercept (HK)
Hong Kong
$966K +$930K +37,577 New
HPA
625
High Probability Advisors
New York
$960K +$24.8K +1,001 +3%