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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
TBWA
726
Three Bridge Wealth Advisors
California
$619K
NS
727
NBC Securities
Alabama
$616K
TW
728
TritonPoint Wealth
Maryland
$614K
WCFA
729
Walkner Condon Financial Advisors
Wisconsin
$613K
BP
730
Broadleaf Partners
Ohio
$612K
SSW
731
Stone Summit Wealth
Florida
$606K
IF
732
IRON Financial
Illinois
$605K
CFA
733
Capstone Financial Advisors
Illinois
$604K
GI
734
GS Investments
Minnesota
$601K
MFA
735
Mayflower Financial Advisors
Massachusetts
$597K
DAS
736
Dynamic Advisor Solutions
Arizona
$595K
WA
737
Waterford Advisors
New York
$590K
CNWM
738
Clay Northam Wealth Management
California
$583K
BF
739
Blankinship & Foster
California
$580K
CFO
740
Custos Family Office
Texas
$579K
BTI
741
Blue Trust Inc
Georgia
$575K
FA
742
Faithward Advisors
Pennsylvania
$574K
SPWM
743
Schrum Private Wealth Management
Florida
$572K
FM
744
Foster & Motley
Ohio
$569K
VCWA
745
Vanguard Capital Wealth Advisors
Colorado
$567K
AWA
746
Arkadios Wealth Advisors
Georgia
$562K
TIM
747
Total Investment Management
Arizona
$561K
SAM
748
Smithbridge Asset Management
Pennsylvania
$560K
CWA
749
Clarity Wealth Advisors
California
$560K
NW
750
Naviter Wealth
Arkansas
$558K