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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
AWM
676
Apollon Wealth Management
South Carolina
$736K
TCM
677
Twele Capital Management
Minnesota
$730K
WAM
678
Wernau Asset Management
Massachusetts
$725K
EFS
679
Econ Financial Services
Pennsylvania
$723K
AWE
680
Avidian Wealth Enterprises
Texas
$722K
RWRC
681
R.W. Roge & Company
New York
$717K
AWM
682
Abound Wealth Management
Tennessee
$714K
CAL
683
Capital Analysts LLC
Pennsylvania
$712K
EFA
684
Edge Financial Advisors
Illinois
$711K
SSI
685
Scott & Selber Inc
Texas
$705K
DP
686
Denver PWM
Colorado
$704K
RFP
687
Root Financial Partners
California
$702K
PA
688
Perennial Advisors
New York
$700K
RWP
689
Reliant Wealth Planning
Kentucky
$699K
GIM
690
Goelzer Investment Management
Indiana
$699K
PCWA
691
Pacific Capital Wealth Advisors
California
$694K
AA
692
AF Advisors
California
$692K
SWA
693
Sightline Wealth Advisors
Connecticut
$686K
AO
694
Advisor OS
Illinois
$685K
PAMG
695
Patton Albertson Miller Group
Tennessee
$684K
CWM
696
Cahaba Wealth Management
Georgia
$683K
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$683K
ML
698
McAdam LLC
Pennsylvania
$682K
AWM
699
AE Wealth Management
Kansas
$681K
EE
700
EWG Elevate
California
$681K