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Schwab US Broad Market ETF

1,187 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 476 increasing their positions, 439 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: 476 | Existing positions reduced: 439

1% less funds holding

Funds holding: 1,1971,187 (-10)

5.08% less ownership

Funds ownership: 37.15%32.07% (-5.1%)

Holders
1,187
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
WA
51
WBH Advisory
Maryland
$51.9M
CAG
52
Compass Advisory Group
New York
$49.8M
SFG
53
SNS Financial Group
Minnesota
$47.3M
CMAI
54
Capital Management Associates Inc
Minnesota
$45.7M
MAG
55
Members Advisory Group
New York
$45.4M
QCM
56
Quantinno Capital Management
New York
$42.9M
RC
57
Roundview Capital
New Jersey
$42.1M
Truist Financial
58
Truist Financial
North Carolina
$40.7M
BWA
59
Boulder Wealth Advisors
Colorado
$40.4M
JIP
60
Jaffetilchin Investment Partners
Florida
$39.7M
MWM
61
Modern Wealth Management
Kansas
$39.1M
GCA
62
Genesee Capital Advisors
New York
$37.2M
Raymond James Financial
63
Raymond James Financial
Florida
$36.9M
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$36.4M
UBS Group
65
UBS Group
Switzerland
$36.1M
LEFP
66
Leading Edge Financial Planning
Tennessee
$35.9M
OIA
67
OneDigital Investment Advisors
Kansas
$35.5M
WCM
68
Weaver Capital Management
Georgia
$35.3M
LPT
69
Legacy Private Trust
Wisconsin
$34.4M
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$33.8M
JWS
71
Juncture Wealth Strategies
Arizona
$32.7M
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$31.8M
SA
73
Shilanski & Associates
Alaska
$31.6M
HWA
74
Heritage Wealth Architects
Minnesota
$31.5M
WWM
75
WT Wealth Management
Arizona
$31.4M