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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
SSW
726
Stone Summit Wealth
Florida
$606K
IF
727
IRON Financial
Illinois
$605K
CFA
728
Capstone Financial Advisors
Illinois
$604K
GI
729
GS Investments
Minnesota
$601K
MFA
730
Mayflower Financial Advisors
Massachusetts
$597K
DAS
731
Dynamic Advisor Solutions
Arizona
$595K
WA
732
Waterford Advisors
New York
$590K
CNWM
733
Clay Northam Wealth Management
California
$583K
BF
734
Blankinship & Foster
California
$580K
CFO
735
Custos Family Office
Texas
$579K
BTI
736
Blue Trust Inc
Georgia
$575K
FA
737
Faithward Advisors
Pennsylvania
$574K
SPWM
738
Schrum Private Wealth Management
Florida
$572K
FM
739
Foster & Motley
Ohio
$569K
VCWA
740
Vanguard Capital Wealth Advisors
Colorado
$567K
AWA
741
Arkadios Wealth Advisors
Georgia
$562K
TIM
742
Total Investment Management
Arizona
$561K
SAM
743
Smithbridge Asset Management
Pennsylvania
$560K
CWA
744
Clarity Wealth Advisors
California
$560K
NW
745
Naviter Wealth
Arkansas
$558K
ATC
746
Argent Trust Co
Tennessee
$556K
HFS
747
Heritage Financial Services
Massachusetts
$556K
PRI
748
Prepared Retirement Institute
Pennsylvania
$554K
CFB
749
Cullen/Frost Bankers
Texas
$554K
HOWA
750
Heritage Oak Wealth Advisors
Florida
$552K