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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
MIA
626
MainStreet Investment Advisors
Illinois
$931K
BA
627
Bridgewater Advisors
New York
$929K
BFC
628
Bedel Financial Consulting
Indiana
$920K
AWM
629
Aegis Wealth Management
Maryland
$899K
CA
630
Crewe Advisors
Utah
$893K
MWA
631
Monograph Wealth Advisors
California
$887K
CWA
632
Consilium Wealth Advisory
Texas
$886K
HI
633
Hudock Inc
Pennsylvania
$883K
MAC
634
Mason & Associates (California)
California
$877K
DWM
635
DecisionMap Wealth Management
Virginia
$875K
LSIA
636
LaSalle St. Investment Advisors
Illinois
$866K
DF
637
DecisionPoint Financial
Arizona
$862K
CAM
638
Costello Asset Management
Pennsylvania
$859K
NCM
639
Northwest Capital Management
Oregon
$859K
TFP
640
Traction Financial Partners
Wyoming
$856K
AF
641
Advisornet Financial
Minnesota
$854K
OWM
642
OneAscent Wealth Management
Alabama
$853K
MCCP
643
Mission Creek Capital Partners
California
$853K
MA
644
Marquette Associates
Illinois
$852K
NCM
645
Next Capital Management
New York
$849K
WFS
646
WealthGarden F.S.
California
$848K
WP
647
Westmount Partners
California
$846K
AWM
648
Apex Wealth Management
New Hampshire
$846K
SAM
649
Smartleaf Asset Management
Massachusetts
$839K
GWM
650
Geneos Wealth Management
Colorado
$837K