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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
HBT
676
Hills Bank & Trust
Iowa
$771K
TAM
677
Townsend Asset Management
North Carolina
$771K +$5.82K +235 +0.8%
SGWM
678
Sterling Group Wealth Management
California
$769K +$2.13K +86 +0.3%
HNB
679
Huntington National Bank
Ohio
$763K
CWA
680
Continuum Wealth Advisors
New York
$758K +$96.1K +3,881 +15%
FVWA
681
Foster Victor Wealth Advisors
South Carolina
$756K +$14.3K +576 +2%
NSIM
682
North Star Investment Management
Illinois
$755K
HIS
683
Horizon Investment Services
Indiana
$754K +$4.16K +168 +0.6%
RCAG
684
Rehmann Capital Advisory Group
Michigan
$744K +$29.6K +1,194 +4%
BCMLT
685
Beacon Capital Management LLC (Tennessee)
Tennessee
$744K +$686K +27,720 +2,267%
MMA
686
Miracle Mile Advisors
California
$741K +$15.7K +635 +2%
AWM
687
Apollon Wealth Management
South Carolina
$736K +$96.8K +3,911 +16%
TCM
688
Twele Capital Management
Minnesota
$730K -$19.6K -791 -3%
WAM
689
Wernau Asset Management
Massachusetts
$725K
EFS
690
Econ Financial Services
Pennsylvania
$723K -$13.8K -559 -2%
AWE
691
Avidian Wealth Enterprises
Texas
$722K -$537K -21,698 -44%
RWRC
692
R.W. Roge & Company
New York
$717K -$85K -3,435 -11%
AWM
693
Abound Wealth Management
Tennessee
$714K +$26.4K +1,066 +4%
CAL
694
Capital Analysts LLC
Pennsylvania
$712K +$644 +26 +0.1%
EFA
695
Edge Financial Advisors
Illinois
$711K -$3.59K -145 -0.5%
SSI
696
Scott & Selber Inc
Texas
$705K +$65.4K +2,641 +11%
DP
697
Denver PWM
Colorado
$704K
RFP
698
Root Financial Partners
California
$702K +$236K +9,532 +54%
PA
699
Perennial Advisors
New York
$700K +$1.41K +57 +0.2%
RWP
700
Reliant Wealth Planning
Kentucky
$699K