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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
DSAM
776
Dock Street Asset Management
Florida
$524K -$412K -16,652 -45%
MFG
777
Magnus Financial Group
New York
$524K +$153K +6,182 +44%
GWSG
778
GPS Wealth Strategies Group
Colorado
$517K +$487K +19,675 +4,372%
IP
779
Isthmus Partners
Wisconsin
$517K +$498K +20,108 New
NP
780
NorthRock Partners
Minnesota
$516K -$38.2K -1,544 -7%
VT
781
Vise Technologies
New York
$511K +$492K +19,865 New
MFC
782
Morris Financial Concepts
South Carolina
$510K
AMIM
783
Aull & Monroe Investment Management
Alabama
$509K +$5.45K +220 +1%
BDF
784
Black Diamond Financial
Maryland
$508K +$1.16K +47 +0.2%
HAP
785
Harbor Asset Planning
Massachusetts
$505K -$61.2K -2,473 -11%
SHA
786
Seneca House Advisors
Virginia
$501K +$17.2K +693 +4%
SFS
787
Sowell Financial Services
Arkansas
$498K +$21K +850 +5%
ECM
788
Evergreen Capital Management
Washington
$497K
BIM
789
Baldwin Investment Management
Pennsylvania
$494K +$198 +8 +0%
WAM
790
Weatherly Asset Management
California
$490K -$121K -4,895 -20%
AIM
791
Anchor Investment Management
South Carolina
$489K
GC
792
Gilbert & Cook
Iowa
$488K
VIA
793
Vickerman Investment Advisors
Washington
$488K +$2.75K +111 +0.6%
ACP
794
Aviance Capital Partners
Florida
$488K
AFGAS
795
Allegiance Financial Group Advisory Services
Virginia
$487K +$56.2K +2,272 +14%
VAG
796
VisionPoint Advisory Group
Texas
$484K
PS
797
Principal Securities
Iowa
$482K +$282K +11,391 +155%
AT
798
Arlington Trust
Alabama
$480K
DWM
799
Dakota Wealth Management
Florida
$479K -$41.6K -1,680 -8%
LWM
800
Lakeridge Wealth Management
Ohio
$479K -$1.26K -51 -0.3%