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Schwab US Broad Market ETF

1,198 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 479 increasing their positions, 445 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: 479 | Existing positions reduced: 445

0% less funds holding

Funds holding: 1,2001,198 (-2)

4.94% less ownership

Funds ownership: 37.16%32.22% (-4.9%)

Holders
1,198
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
DWM
601
Diversify Wealth Management
Utah
$1.04M
FA
602
FF Advisors
California
$1.04M
GT
603
Greenleaf Trust
Michigan
$1.04M
Fifth Third Bancorp
604
Fifth Third Bancorp
Ohio
$1.04M
EAM
605
Evanson Asset Management
California
$1.03M
WC
606
Waterloo Capital
Texas
$1.03M
NCMW
607
Northern Capital Management (Washington)
Washington
$1.03M
BWP
608
BlueStem Wealth Partners
Minnesota
$1.02M
WIM
609
Waycross Investment Management
Washington
$1.02M
IAP
610
Indie Asset Partners
Indiana
$1.02M
TIP
611
Tandem Investment Partners
New Jersey
$1.02M
PPWP
612
Premier Path Wealth Partners
New Jersey
$1M
IF
613
Ironwood Financial
Arizona
$996K
LWMT
614
Legacy Wealth Management (Tennessee)
Tennessee
$989K
CTB
615
Country Trust Bank
Illinois
$983K
CPL
616
CAP Partners LLC
Tennessee
$982K
ODIJL
617
One Day In July LLC
Vermont
$977K
DI
618
Diligent Investors
California
$975K
YIH
619
Y-Intercept (HK)
Hong Kong
$966K
HPA
620
High Probability Advisors
New York
$960K
Franklin Resources
621
Franklin Resources
California
$948K
PFC
622
Phocas Financial Corp
California
$936K
DT
623
Diversified Trust
Tennessee
$936K
OWMIAS
624
One Wealth Management Investment & Advisory Services
Florida
$932K
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$931K