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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
Franklin Resources
626
Franklin Resources
California
$948K +$297K +12,000 +48%
PFC
627
Phocas Financial Corp
California
$936K
DT
628
Diversified Trust
Tennessee
$936K +$22K +887 +2%
OWMIAS
629
One Wealth Management Investment & Advisory Services
Florida
$932K +$65.4K +2,642 +8%
BEW
630
Burton Enright Welch
California
$931K -$8.37K -338 -0.9%
MIA
631
MainStreet Investment Advisors
Illinois
$931K
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$931K
BA
633
Bridgewater Advisors
New York
$929K -$18.3K -740 -2%
BFC
634
Bedel Financial Consulting
Indiana
$920K +$1.06K +43 +0.1%
AWMM
635
Aegis Wealth Management (Maryland)
Maryland
$899K +$18.8K +761 +2%
CA
636
Crewe Advisors
Utah
$893K +$3.56K +144 +0.4%
MWA
637
Monograph Wealth Advisors
California
$887K
CWA
638
Consilium Wealth Advisory
Texas
$886K
HI
639
Hudock Inc
Pennsylvania
$883K -$6.83K -276 -0.8%
MAC
640
Mason & Associates (California)
California
$877K +$223 +9 +0%
DWM
641
DecisionMap Wealth Management
Virginia
$875K
LSIA
642
LaSalle St. Investment Advisors
Illinois
$866K
DF
643
DecisionPoint Financial
Arizona
$862K
CAM
644
Costello Asset Management
Pennsylvania
$859K -$14K -567 -2%
NCM
645
Northwest Capital Management
Oregon
$859K
TFP
646
Traction Financial Partners
Wyoming
$856K +$109K +4,397 +15%
AF
647
Advisornet Financial
Minnesota
$854K +$6.63K +268 +0.8%
OWM
648
OneAscent Wealth Management
Alabama
$853K -$22.2K -897 -3%
MCCP
649
Mission Creek Capital Partners
California
$853K +$1.66K +67 +0.2%
MA
650
Marquette Associates
Illinois
$852K -$50.5K -2,040 -6%