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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
AWA
751
Arkadios Wealth Advisors
Georgia
$562K
TIM
752
Total Investment Management
Arizona
$561K
SAM
753
Smithbridge Asset Management
Pennsylvania
$560K
CWA
754
Clarity Wealth Advisors
California
$560K
NW
755
Naviter Wealth
Arkansas
$558K
ATC
756
Argent Trust Co
Tennessee
$556K
HFS
757
Heritage Financial Services
Massachusetts
$556K
RAG
758
RIA Advisory Group
Iowa
$555K
PRI
759
Prepared Retirement Institute
Pennsylvania
$554K
CFB
760
Cullen/Frost Bankers
Texas
$554K
HOWA
761
Heritage Oak Wealth Advisors
Florida
$552K
SFG
762
Sovereign Financial Group
Connecticut
$552K
PSCM
763
Per Stirling Capital Management
Texas
$550K
HCC
764
Hirtle Callaghan & Co
Pennsylvania
$549K
SC
765
Shuttleworth & Co
Ohio
$547K
CW
766
CreativeOne Wealth
Kansas
$546K
NL
767
NWAM LLC
Washington
$545K
KFP
768
Keener Financial Planning
Texas
$543K
SRWM
769
Shira Ridge Wealth Management
California
$543K
CA
770
Clearstead Advisors
Ohio
$540K
ACM
771
Armbruster Capital Management
New York
$534K
CFP
772
Catalyst Financial Partners
Massachusetts
$526K
LAIC
773
Lederer & Associates Investment Counsel
California
$526K
DSAM
774
Dock Street Asset Management
Florida
$524K
MFG
775
Magnus Financial Group
New York
$524K