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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
WP
651
Westmount Partners
California
$846K
AWM
652
Apex Wealth Management
New Hampshire
$846K
SAM
653
Smartleaf Asset Management
Massachusetts
$839K
GWM
654
Geneos Wealth Management
Colorado
$837K
S
655
Sunpointe
Missouri
$835K
Comerica Bank
656
Comerica Bank
Texas
$815K
FFM
657
Forum Financial Management
Illinois
$811K
FDCDDQ
658
Federation des caisses Desjardins du Quebec
Quebec, Canada
$805K
IIC
659
Ironwood Investment Counsel
Arizona
$803K
MWA
660
Muirfield Wealth Advisors
North Carolina
$803K
GKWIM
661
Gerber Kawasaki Wealth & Investment Management
California
$803K
WCM
662
Wealthcare Capital Management
Virginia
$796K
FCH
663
Freestone Capital Holdings
Washington
$795K
JIC
664
Joel Isaacson & Co
New York
$791K
FIA
665
Foundations Investment Advisors
Arizona
$784K
BIG
666
Builder Investment Group
Georgia
$783K
MA
667
MCF Advisors
Kentucky
$778K
FWMP
668
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$775K
MPCL
669
My Personal CFO LLC
Washington
$775K
SC
670
SouthState Corp
Florida
$775K
CFO
671
Callan Family Office
Pennsylvania
$771K
HBT
672
Hills Bank & Trust
Iowa
$771K
BCM
673
Bowie Capital Management
Texas
$771K
BAM
674
Bosun Asset Management
Illinois
$771K
TAM
675
Townsend Asset Management
North Carolina
$771K