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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
AA
701
AF Advisors
California
$692K
WF
702
Womack Financial
Texas
$688K
SWA
703
Sightline Wealth Advisors
Connecticut
$686K
AO
704
Advisor OS
Illinois
$685K
PAMG
705
Patton Albertson Miller Group
Tennessee
$684K
CWM
706
Cahaba Wealth Management
Georgia
$683K
BTWM
707
Baker Tilly Wealth Management
Wisconsin
$683K
ML
708
McAdam LLC
Pennsylvania
$682K
AWM
709
AE Wealth Management
Kansas
$681K
EE
710
EWG Elevate
California
$681K
PWMAG
711
Pinnacle Wealth Management Advisory Group
New Jersey
$678K
CAAM
712
Cornerstone Advisors Asset Management
Pennsylvania
$671K
SW
713
SteelPeak Wealth
California
$669K
AWA
714
Aletheian Wealth Advisors
Washington
$665K
SIMG
715
Sonora Investment Management Group
Arizona
$660K
PCA
716
Prosperity Capital Advisors
Ohio
$658K
SWP
717
Stratos Wealth Partners
Ohio
$651K
AWA
718
Aquire Wealth Advisors
Utah
$649K
SAM
719
Summit Asset Management
Tennessee
$649K
PB
720
Pinnacle Bancorp
Nebraska
$645K
SWM
721
Shakespeare Wealth Management
Wisconsin
$645K
HPIA
722
Hamilton Point Investment Advisors
North Carolina
$644K
GP
723
Greenline Partners
New York
$642K
OFP
724
OLIO Financial Planning
Virginia
$637K
AAS
725
Annex Advisory Services
Wisconsin
$635K