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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
SFG
751
Sovereign Financial Group
Connecticut
$552K
PSCM
752
Per Stirling Capital Management
Texas
$550K
HCC
753
Hirtle Callaghan & Co
Pennsylvania
$549K
SC
754
Shuttleworth & Co
Ohio
$547K
CW
755
CreativeOne Wealth
Kansas
$546K
KFP
756
Keener Financial Planning
Texas
$543K
SRWM
757
Shira Ridge Wealth Management
California
$543K
NL
758
NWAM LLC
Washington
$541K
CA
759
Clearstead Advisors
Ohio
$540K
ACM
760
Armbruster Capital Management
New York
$534K
CFP
761
Catalyst Financial Partners
Massachusetts
$526K
LAIC
762
Lederer & Associates Investment Counsel
California
$526K
DSAM
763
Dock Street Asset Management
Florida
$524K
MFG
764
Magnus Financial Group
New York
$524K
GWSG
765
GPS Wealth Strategies Group
Colorado
$517K
IP
766
Isthmus Partners
Wisconsin
$517K
NP
767
NorthRock Partners
Minnesota
$516K
VT
768
Vise Technologies
New York
$511K
MFC
769
Morris Financial Concepts
South Carolina
$510K
AMIM
770
Aull & Monroe Investment Management
Alabama
$509K
BDF
771
Black Diamond Financial
Maryland
$508K
HAP
772
Harbor Asset Planning
Massachusetts
$505K
SHA
773
Seneca House Advisors
Virginia
$501K
SFS
774
Sowell Financial Services
Arkansas
$498K
ECM
775
Evergreen Capital Management
Washington
$497K