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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
CWM
701
Cahaba Wealth Management
Georgia
$683K
BTWM
702
Baker Tilly Wealth Management
Wisconsin
$683K
ML
703
McAdam LLC
Pennsylvania
$682K
AWM
704
AE Wealth Management
Kansas
$681K
EE
705
EWG Elevate
California
$681K
PWMAG
706
Pinnacle Wealth Management Advisory Group
New Jersey
$678K
CAAM
707
Cornerstone Advisors Asset Management
Pennsylvania
$671K
SW
708
SteelPeak Wealth
California
$669K
AWA
709
Aletheian Wealth Advisors
Washington
$665K
SIMG
710
Sonora Investment Management Group
Arizona
$660K
PCA
711
Prosperity Capital Advisors
Ohio
$658K
SWP
712
Stratos Wealth Partners
Ohio
$651K
AWA
713
Aquire Wealth Advisors
Utah
$649K
SAM
714
Summit Asset Management
Tennessee
$649K
PB
715
Pinnacle Bancorp
Nebraska
$645K
SWM
716
Shakespeare Wealth Management
Wisconsin
$645K
HPIA
717
Hamilton Point Investment Advisors
North Carolina
$644K
GP
718
Greenline Partners
New York
$642K
OFP
719
OLIO Financial Planning
Virginia
$637K
AAS
720
Annex Advisory Services
Wisconsin
$635K
HFA
721
Hershey Financial Advisers
Pennsylvania
$630K
SEIA
722
Signature Estate & Investment Advisors
California
$629K
AIP
723
Almanack Investment Partners
Pennsylvania
$622K
RFA
724
Rollins Financial Advisors
New York
$621K
IWM
725
Integris Wealth Management
California
$620K