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Schwab US Broad Market ETF

1,210 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, 483 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $12.6M

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

7% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$821M)

1% more funds holding in top 10

Funds holding in top 10: 137139 (+2)

7% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 451

0% more funds holding

Funds holding: 1,2091,210 (+1)

4.93% less ownership

Funds ownership: 37.24%32.31% (-4.9%)

Holders
1,210
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
15.88%
Holding in Top 10
139
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.46%
% of All Funds
1.82%
New
77
Increased
483
Reduced
451
Closed
48
Calls
$34.6M
Puts
$12.6M
Net Calls
+$22M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
OFP
726
OLIO Financial Planning
Virginia
$637K -$25 -1 -0%
AAS
727
Annex Advisory Services
Wisconsin
$635K -$39.4K -1,590 -6%
HFA
728
Hershey Financial Advisers
Pennsylvania
$630K +$607K +24,504 New
SEIA
729
Signature Estate & Investment Advisors
California
$629K +$2.7K +109 +0.4%
AIP
730
Almanack Investment Partners
Pennsylvania
$622K -$1.89M -76,410 -76%
RFA
731
Rollins Financial Advisors
New York
$621K
IWM
732
Integris Wealth Management
California
$620K
TBWA
733
Three Bridge Wealth Advisors
California
$619K +$322 +13 +0.1%
NS
734
NBC Securities
Alabama
$616K
TW
735
TritonPoint Wealth
Maryland
$614K
WCFA
736
Walkner Condon Financial Advisors
Wisconsin
$613K
BP
737
Broadleaf Partners
Ohio
$612K -$5.5K -222 -0.9%
SSW
738
Stone Summit Wealth
Florida
$606K -$14.6K -588 -2%
IF
739
IRON Financial
Illinois
$605K +$371 +15 +0.1%
CFA
740
Capstone Financial Advisors
Illinois
$604K +$297 +12 +0.1%
GI
741
GS Investments
Minnesota
$601K -$49.5K -2,000 -8%
MFA
742
Mayflower Financial Advisors
Massachusetts
$597K
DAS
743
Dynamic Advisor Solutions
Arizona
$595K -$4.43K -179 -0.8%
WA
744
Waterford Advisors
New York
$590K -$2.87M -116,065 -83%
CNWM
745
Clay Northam Wealth Management
California
$583K -$18.6K -750 -3%
BF
746
Blankinship & Foster
California
$580K +$99 +4 +0%
CFO
747
Custos Family Office
Texas
$579K
BTI
748
Blue Trust Inc
Georgia
$575K +$10.2K +414 +2%
FA
749
Faithward Advisors
Pennsylvania
$574K -$1.73K -70 -0.3%
SPWM
750
Schrum Private Wealth Management
Florida
$572K +$109K +4,407 +25%