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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
HFA
726
Hershey Financial Advisers
Pennsylvania
$630K
SEIA
727
Signature Estate & Investment Advisors
California
$629K
AIP
728
Almanack Investment Partners
Pennsylvania
$622K
RFA
729
Rollins Financial Advisors
New York
$621K
IWM
730
Integris Wealth Management
California
$620K
TBWA
731
Three Bridge Wealth Advisors
California
$619K
NS
732
NBC Securities
Alabama
$616K
TW
733
TritonPoint Wealth
Maryland
$614K
WCFA
734
Walkner Condon Financial Advisors
Wisconsin
$613K
BP
735
Broadleaf Partners
Ohio
$612K
SSW
736
Stone Summit Wealth
Florida
$606K
IF
737
IRON Financial
Illinois
$605K
CFA
738
Capstone Financial Advisors
Illinois
$604K
GI
739
GS Investments
Minnesota
$601K
MFA
740
Mayflower Financial Advisors
Massachusetts
$597K
DAS
741
Dynamic Advisor Solutions
Arizona
$595K
WA
742
Waterford Advisors
New York
$590K
CNWM
743
Clay Northam Wealth Management
California
$583K
BF
744
Blankinship & Foster
California
$580K
CFO
745
Custos Family Office
Texas
$579K
BTI
746
Blue Trust Inc
Georgia
$575K
FA
747
Faithward Advisors
Pennsylvania
$574K
SPWM
748
Schrum Private Wealth Management
Florida
$572K
FM
749
Foster & Motley
Ohio
$569K
VCWA
750
Vanguard Capital Wealth Advisors
Colorado
$567K