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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
GIM
701
Goelzer Investment Management
Indiana
$699K +$46.2K +1,866 +7%
PCWA
702
Pacific Capital Wealth Advisors
California
$694K -$37.1K -1,500 -5%
AA
703
AF Advisors
California
$692K -$1.31K -53 -0.2%
WF
704
Womack Financial
Texas
$688K +$18.6K +750 +3%
SWA
705
Sightline Wealth Advisors
Connecticut
$686K +$65.1K +2,630 +11%
AO
706
Advisor OS
Illinois
$685K +$181K +7,316 +38%
PAMG
707
Patton Albertson Miller Group
Tennessee
$684K -$45.7K -1,845 -6%
CWM
708
Cahaba Wealth Management
Georgia
$683K -$977K -39,460 -60%
BTWM
709
Baker Tilly Wealth Management
Wisconsin
$683K -$7.97K -322 -1%
ML
710
McAdam LLC
Pennsylvania
$682K -$26.7K -1,079 -4%
AWM
711
AE Wealth Management
Kansas
$681K +$26K +1,049 +4%
EE
712
EWG Elevate
California
$681K -$231K -9,320 -26%
PWMAG
713
Pinnacle Wealth Management Advisory Group
New Jersey
$678K +$28.5K +1,150 +5%
CAAM
714
Cornerstone Advisors Asset Management
Pennsylvania
$671K +$1.88K +76 +0.3%
SW
715
SteelPeak Wealth
California
$669K +$103K +4,174 +19%
AWA
716
Aletheian Wealth Advisors
Washington
$665K +$50 +2 +0%
SIMG
717
Sonora Investment Management Group
Arizona
$660K +$224K +9,069 +55%
PCA
718
Prosperity Capital Advisors
Ohio
$658K +$33.3K +1,347 +6%
SWP
719
Stratos Wealth Partners
Ohio
$651K +$9.51K +384 +2%
AWA
720
Aquire Wealth Advisors
Utah
$649K
SAM
721
Summit Asset Management
Tennessee
$649K +$15.1K +608 +2%
PB
722
Pinnacle Bancorp
Nebraska
$645K -$8.42K -340 -1%
SWM
723
Shakespeare Wealth Management
Wisconsin
$645K
HPIA
724
Hamilton Point Investment Advisors
North Carolina
$644K +$482K +19,466 +348%
GP
725
Greenline Partners
New York
$642K +$6.73K +272 +1%