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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
BIM
776
Baldwin Investment Management
Pennsylvania
$494K
WAM
777
Weatherly Asset Management
California
$490K
AIM
778
Anchor Investment Management
South Carolina
$489K
GC
779
Gilbert & Cook
Iowa
$488K
VIA
780
Vickerman Investment Advisors
Washington
$488K
ACP
781
Aviance Capital Partners
Florida
$488K
AFGAS
782
Allegiance Financial Group Advisory Services
Virginia
$487K
VAG
783
VisionPoint Advisory Group
Texas
$484K
PS
784
Principal Securities
Iowa
$482K
AT
785
Arlington Trust
Alabama
$480K
DWM
786
Dakota Wealth Management
Florida
$479K
LWM
787
Lakeridge Wealth Management
Ohio
$479K
HCP
788
Hardin Capital Partners
South Carolina
$475K
TIA
789
Tiemann Investment Advisors
California
$475K
RWP
790
Revolve Wealth Partners
New Jersey
$473K
WFA
791
West Financial Advisors
Iowa
$473K
S4W
792
Solutions 4 Wealth
Texas
$473K
WRPWM
793
Werba Rubin Papier Wealth Management
California
$470K
FBB
794
Fulton Breakefield Broenniman
Maryland
$470K
VFA
795
Valeo Financial Advisors
Indiana
$468K
LWM
796
Level Wealth Management
North Carolina
$467K
PWA
797
Physician Wealth Advisors
Utah
$465K
HR
798
Hardy Reed
Mississippi
$465K
RCWM
799
Royal Capital Wealth Management
Indiana
$465K
EHC
800
Everett Harris & Co
California
$465K