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