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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
ATC
751
Argent Trust Co
Tennessee
$556K
HFS
752
Heritage Financial Services
Massachusetts
$556K
RAG
753
RIA Advisory Group
Iowa
$555K
PRI
754
Prepared Retirement Institute
Pennsylvania
$554K
CFB
755
Cullen/Frost Bankers
Texas
$554K
HOWA
756
Heritage Oak Wealth Advisors
Florida
$552K
SFG
757
Sovereign Financial Group
Connecticut
$552K
PSCM
758
Per Stirling Capital Management
Texas
$550K
HCC
759
Hirtle Callaghan & Co
Pennsylvania
$549K
SC
760
Shuttleworth & Co
Ohio
$547K
CW
761
CreativeOne Wealth
Kansas
$546K
KFP
762
Keener Financial Planning
Texas
$543K
SRWM
763
Shira Ridge Wealth Management
California
$543K
NL
764
NWAM LLC
Washington
$541K
CA
765
Clearstead Advisors
Ohio
$540K
ACM
766
Armbruster Capital Management
New York
$534K
CFP
767
Catalyst Financial Partners
Massachusetts
$526K
LAIC
768
Lederer & Associates Investment Counsel
California
$526K
DSAM
769
Dock Street Asset Management
Florida
$524K
MFG
770
Magnus Financial Group
New York
$524K
GWSG
771
GPS Wealth Strategies Group
Colorado
$517K
IP
772
Isthmus Partners
Wisconsin
$517K
NP
773
NorthRock Partners
Minnesota
$516K
VT
774
Vise Technologies
New York
$511K
MFC
775
Morris Financial Concepts
South Carolina
$510K