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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
SGWM
676
Sterling Group Wealth Management
California
$769K
HNB
677
Huntington National Bank
Ohio
$763K
CWA
678
Continuum Wealth Advisors
New York
$758K
FVWA
679
Foster Victor Wealth Advisors
South Carolina
$756K
NSIM
680
North Star Investment Management
Illinois
$755K
HIS
681
Horizon Investment Services
Indiana
$754K
RCAG
682
Rehmann Capital Advisory Group
Michigan
$744K
BCMLT
683
Beacon Capital Management LLC (Tennessee)
Tennessee
$744K
MMA
684
Miracle Mile Advisors
California
$741K
AWM
685
Apollon Wealth Management
South Carolina
$736K
TCM
686
Twele Capital Management
Minnesota
$730K
WAM
687
Wernau Asset Management
Massachusetts
$725K
EFS
688
Econ Financial Services
Pennsylvania
$723K
AWE
689
Avidian Wealth Enterprises
Texas
$722K
RWRC
690
R.W. Roge & Company
New York
$717K
AWM
691
Abound Wealth Management
Tennessee
$714K
CAL
692
Capital Analysts LLC
Pennsylvania
$712K
EFA
693
Edge Financial Advisors
Illinois
$711K
SSI
694
Scott & Selber Inc
Texas
$705K
DP
695
Denver PWM
Colorado
$704K
RFP
696
Root Financial Partners
California
$702K
PA
697
Perennial Advisors
New York
$700K
RWP
698
Reliant Wealth Planning
Kentucky
$699K
GIM
699
Goelzer Investment Management
Indiana
$699K
PCWA
700
Pacific Capital Wealth Advisors
California
$694K