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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
651
Muirfield Wealth Advisors
North Carolina
$803K
GKWIM
652
Gerber Kawasaki Wealth & Investment Management
California
$803K
WCM
653
Wealthcare Capital Management
Virginia
$796K
FCH
654
Freestone Capital Holdings
Washington
$795K
JIC
655
Joel Isaacson & Co
New York
$791K
FIA
656
Foundations Investment Advisors
Arizona
$784K
BIG
657
Builder Investment Group
Georgia
$783K
MA
658
MCF Advisors
Kentucky
$778K
FWMP
659
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$775K
MPCL
660
My Personal CFO LLC
Washington
$775K
SC
661
SouthState Corp
Florida
$775K
CFO
662
Callan Family Office
Pennsylvania
$771K
HBT
663
Hills Bank & Trust
Iowa
$771K
BAM
664
Bosun Asset Management
Illinois
$771K
BCM
665
Bowie Capital Management
Texas
$771K
TAM
666
Townsend Asset Management
North Carolina
$771K
SGWM
667
Sterling Group Wealth Management
California
$769K
HNB
668
Huntington National Bank
Ohio
$763K
CWA
669
Continuum Wealth Advisors
New York
$758K
FVWA
670
Foster Victor Wealth Advisors
South Carolina
$756K
NSIM
671
North Star Investment Management
Illinois
$755K
HIS
672
Horizon Investment Services
Indiana
$754K
RCAG
673
Rehmann Capital Advisory Group
Michigan
$744K
BCMLT
674
Beacon Capital Management LLC (Tennessee)
Tennessee
$744K
MMA
675
Miracle Mile Advisors
California
$741K