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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
S
651
Sunpointe
Missouri
$835K
Comerica Bank
652
Comerica Bank
Texas
$815K
FFM
653
Forum Financial Management
Illinois
$811K
FDCDDQ
654
Federation des caisses Desjardins du Quebec
Quebec, Canada
$805K
IIC
655
Ironwood Investment Counsel
Arizona
$803K
MWA
656
Muirfield Wealth Advisors
North Carolina
$803K
GKWIM
657
Gerber Kawasaki Wealth & Investment Management
California
$803K
WCM
658
Wealthcare Capital Management
Virginia
$796K
FCH
659
Freestone Capital Holdings
Washington
$795K
JIC
660
Joel Isaacson & Co
New York
$791K
FIA
661
Foundations Investment Advisors
Arizona
$784K
BIG
662
Builder Investment Group
Georgia
$783K
MA
663
MCF Advisors
Kentucky
$778K
FWMP
664
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$775K
MPCL
665
My Personal CFO LLC
Washington
$775K
SC
666
SouthState Corp
Florida
$775K
HBT
667
Hills Bank & Trust
Iowa
$771K
BCM
668
Bowie Capital Management
Texas
$771K
BAM
669
Bosun Asset Management
Illinois
$771K
CFO
670
Callan Family Office
Pennsylvania
$771K
TAM
671
Townsend Asset Management
North Carolina
$771K
SGWM
672
Sterling Group Wealth Management
California
$769K
HNB
673
Huntington National Bank
Ohio
$763K
CWA
674
Continuum Wealth Advisors
New York
$758K
FVWA
675
Foster Victor Wealth Advisors
South Carolina
$756K