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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
MWA
626
Monograph Wealth Advisors
California
$887K
CWA
627
Consilium Wealth Advisory
Texas
$886K
HI
628
Hudock Inc
Pennsylvania
$883K
MAC
629
Mason & Associates (California)
California
$877K
DWM
630
DecisionMap Wealth Management
Virginia
$875K
LSIA
631
LaSalle St. Investment Advisors
Illinois
$866K
DF
632
DecisionPoint Financial
Arizona
$862K
CAM
633
Costello Asset Management
Pennsylvania
$859K
NCM
634
Northwest Capital Management
Oregon
$859K
TFP
635
Traction Financial Partners
Wyoming
$856K
AF
636
Advisornet Financial
Minnesota
$854K
OWM
637
OneAscent Wealth Management
Alabama
$853K
MCCP
638
Mission Creek Capital Partners
California
$853K
MA
639
Marquette Associates
Illinois
$852K
NCM
640
Next Capital Management
New York
$849K
WFS
641
WealthGarden F.S.
California
$848K
WP
642
Westmount Partners
California
$846K
AWM
643
Apex Wealth Management
New Hampshire
$846K
SAM
644
Smartleaf Asset Management
Massachusetts
$839K
GWM
645
Geneos Wealth Management
Colorado
$837K
S
646
Sunpointe
Missouri
$835K
Comerica Bank
647
Comerica Bank
Texas
$815K
FFM
648
Forum Financial Management
Illinois
$811K
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$805K
IIC
650
Ironwood Investment Counsel
Arizona
$803K