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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
SPFA
601
Summit Place Financial Advisors
New Jersey
$1.05M
CC
602
Cornerstone Capital
California
$1.05M
BC
603
Barrett & Company
Rhode Island
$1.04M
DWM
604
Diversify Wealth Management
Utah
$1.04M
FA
605
FF Advisors
California
$1.04M
GT
606
Greenleaf Trust
Michigan
$1.04M
Fifth Third Bancorp
607
Fifth Third Bancorp
Ohio
$1.04M
EAM
608
Evanson Asset Management
California
$1.03M
WC
609
Waterloo Capital
Texas
$1.03M
NCMW
610
Northern Capital Management (Washington)
Washington
$1.03M
BWP
611
BlueStem Wealth Partners
Minnesota
$1.02M
WIM
612
Waycross Investment Management
Washington
$1.02M
IAP
613
Indie Asset Partners
Indiana
$1.02M
TIP
614
Tandem Investment Partners
New Jersey
$1.02M
PPWP
615
Premier Path Wealth Partners
New Jersey
$1M
IF
616
Ironwood Financial
Arizona
$996K
LWMT
617
Legacy Wealth Management (Tennessee)
Tennessee
$989K
CTB
618
Country Trust Bank
Illinois
$983K
CPL
619
CAP Partners LLC
Tennessee
$982K
ODIJL
620
One Day In July LLC
Vermont
$977K
DI
621
Diligent Investors
California
$975K
YIH
622
Y-Intercept (HK)
Hong Kong
$966K
HPA
623
High Probability Advisors
New York
$960K
Franklin Resources
624
Franklin Resources
California
$948K
PFC
625
Phocas Financial Corp
California
$936K