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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
GWSG
776
GPS Wealth Strategies Group
Colorado
$517K
IP
777
Isthmus Partners
Wisconsin
$517K
NP
778
NorthRock Partners
Minnesota
$516K
VT
779
Vise Technologies
New York
$511K
MFC
780
Morris Financial Concepts
South Carolina
$510K
AMIM
781
Aull & Monroe Investment Management
Alabama
$509K
BDF
782
Black Diamond Financial
Maryland
$508K
HAP
783
Harbor Asset Planning
Massachusetts
$505K
SHA
784
Seneca House Advisors
Virginia
$501K
SFS
785
Sowell Financial Services
Arkansas
$498K
ECM
786
Evergreen Capital Management
Washington
$497K
BIM
787
Baldwin Investment Management
Pennsylvania
$494K
WAM
788
Weatherly Asset Management
California
$490K
AIM
789
Anchor Investment Management
South Carolina
$489K
GC
790
Gilbert & Cook
Iowa
$488K
VIA
791
Vickerman Investment Advisors
Washington
$488K
ACP
792
Aviance Capital Partners
Florida
$488K
AFGAS
793
Allegiance Financial Group Advisory Services
Virginia
$487K
VAG
794
VisionPoint Advisory Group
Texas
$484K
PS
795
Principal Securities
Iowa
$482K
AT
796
Arlington Trust
Alabama
$480K
DWM
797
Dakota Wealth Management
Florida
$479K
LWM
798
Lakeridge Wealth Management
Ohio
$479K
HCP
799
Hardin Capital Partners
South Carolina
$475K
TIA
800
Tiemann Investment Advisors
California
$475K