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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
DT
626
Diversified Trust
Tennessee
$936K
OWMIAS
627
One Wealth Management Investment & Advisory Services
Florida
$932K
BEW
628
Burton Enright Welch
California
$931K
MIA
629
MainStreet Investment Advisors
Illinois
$931K
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$931K
BA
631
Bridgewater Advisors
New York
$929K
BFC
632
Bedel Financial Consulting
Indiana
$920K
AWMM
633
Aegis Wealth Management (Maryland)
Maryland
$899K
CA
634
Crewe Advisors
Utah
$893K
MWA
635
Monograph Wealth Advisors
California
$887K
CWA
636
Consilium Wealth Advisory
Texas
$886K
HI
637
Hudock Inc
Pennsylvania
$883K
MAC
638
Mason & Associates (California)
California
$877K
DWM
639
DecisionMap Wealth Management
Virginia
$875K
LSIA
640
LaSalle St. Investment Advisors
Illinois
$866K
DF
641
DecisionPoint Financial
Arizona
$862K
CAM
642
Costello Asset Management
Pennsylvania
$859K
NCM
643
Northwest Capital Management
Oregon
$859K
TFP
644
Traction Financial Partners
Wyoming
$856K
AF
645
Advisornet Financial
Minnesota
$854K
OWM
646
OneAscent Wealth Management
Alabama
$853K
MCCP
647
Mission Creek Capital Partners
California
$853K
MA
648
Marquette Associates
Illinois
$852K
NCM
649
Next Capital Management
New York
$849K
WFS
650
WealthGarden F.S.
California
$848K