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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
NCM
651
Next Capital Management
New York
$849K +$2.35K +95 +0.3%
WFS
652
WealthGarden F.S.
California
$848K +$227K +9,172 +39%
WP
653
Westmount Partners
California
$846K -$12.7K -513 -2%
AWM
654
Apex Wealth Management
New Hampshire
$846K -$451K -18,203 -36%
SAM
655
Smartleaf Asset Management
Massachusetts
$839K +$32.1K +1,296 +4%
GWM
656
Geneos Wealth Management
Colorado
$837K -$31.2K -1,259 -4%
S
657
Sunpointe
Missouri
$835K +$41.3K +1,670 +5%
Comerica Bank
658
Comerica Bank
Texas
$815K +$423K +17,093 +117%
FFM
659
Forum Financial Management
Illinois
$811K +$99 +4 +0%
FDCDDQ
660
Federation des caisses Desjardins du Quebec
Quebec, Canada
$805K +$3.46K +140 +0.4%
IIC
661
Ironwood Investment Counsel
Arizona
$803K -$18.6K -750 -2%
MWA
662
Muirfield Wealth Advisors
North Carolina
$803K +$2.23K +90 +0.3%
GKWIM
663
Gerber Kawasaki Wealth & Investment Management
California
$803K +$4.16K +168 +0.5%
WCM
664
Wealthcare Capital Management
Virginia
$796K +$58.8K +2,374 +8%
FCH
665
Freestone Capital Holdings
Washington
$795K -$35.6K -1,437 -4%
JIC
666
Joel Isaacson & Co
New York
$791K +$2.2K +89 +0.3%
FIA
667
Foundations Investment Advisors
Arizona
$784K +$231K +9,329 +44%
BIG
668
Builder Investment Group
Georgia
$783K +$7.57K +306 +1%
MA
669
MCF Advisors
Kentucky
$778K -$39.8K -1,607 -5%
FWMP
670
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$775K
MPCL
671
My Personal CFO LLC
Washington
$775K +$122K +4,924 +20%
SC
672
SouthState Corp
Florida
$775K -$2.22M -89,736 -75%
BAM
673
Bosun Asset Management
Illinois
$771K
BCM
674
Bowie Capital Management
Texas
$771K
CFO
675
Callan Family Office
Pennsylvania
$771K