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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
FM
751
Foster & Motley
Ohio
$569K -$44.8K -1,810 -8%
VCWA
752
Vanguard Capital Wealth Advisors
Colorado
$567K +$1.61K +65 +0.3%
AWA
753
Arkadios Wealth Advisors
Georgia
$562K +$61.5K +2,486 +13%
TIM
754
Total Investment Management
Arizona
$561K -$125K -5,038 -19%
SAM
755
Smithbridge Asset Management
Pennsylvania
$560K -$210K -8,484 -28%
CWA
756
Clarity Wealth Advisors
California
$560K -$3.66K -148 -0.7%
NW
757
Naviter Wealth
Arkansas
$558K
ATC
758
Argent Trust Co
Tennessee
$556K
HFS
759
Heritage Financial Services
Massachusetts
$556K -$3.76K -152 -0.7%
RAG
760
RIA Advisory Group
Iowa
$555K -$3.54K -143 -0.7%
PRI
761
Prepared Retirement Institute
Pennsylvania
$554K +$990 +40 +0.2%
CFB
762
Cullen/Frost Bankers
Texas
$554K -$379K -15,315 -42%
HOWA
763
Heritage Oak Wealth Advisors
Florida
$552K -$4.23K -171 -0.8%
SFG
764
Sovereign Financial Group
Connecticut
$552K -$223 -9 -0%
PSCM
765
Per Stirling Capital Management
Texas
$550K -$767 -31 -0.1%
HCC
766
Hirtle Callaghan & Co
Pennsylvania
$549K
SC
767
Shuttleworth & Co
Ohio
$547K +$526K +21,267 New
CW
768
CreativeOne Wealth
Kansas
$546K +$187K +7,535 +55%
NL
769
NWAM LLC
Washington
$545K -$3.74K -151 -0.7%
KFP
770
Keener Financial Planning
Texas
$543K +$3.64K +147 +0.7%
SRWM
771
Shira Ridge Wealth Management
California
$543K
CA
772
Clearstead Advisors
Ohio
$540K +$196K +7,913 +61%
ACM
773
Armbruster Capital Management
New York
$534K +$2.25K +91 +0.4%
CFP
774
Catalyst Financial Partners
Massachusetts
$526K -$110K -4,458 -18%
LAIC
775
Lederer & Associates Investment Counsel
California
$526K -$60.6K -2,450 -11%