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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
AMIM
776
Aull & Monroe Investment Management
Alabama
$509K
BDF
777
Black Diamond Financial
Maryland
$508K
HAP
778
Harbor Asset Planning
Massachusetts
$505K
SHA
779
Seneca House Advisors
Virginia
$501K
SFS
780
Sowell Financial Services
Arkansas
$498K
ECM
781
Evergreen Capital Management
Washington
$497K
BIM
782
Baldwin Investment Management
Pennsylvania
$494K
WAM
783
Weatherly Asset Management
California
$490K
AIM
784
Anchor Investment Management
South Carolina
$489K
GC
785
Gilbert & Cook
Iowa
$488K
VIA
786
Vickerman Investment Advisors
Washington
$488K
ACP
787
Aviance Capital Partners
Florida
$488K
AFGAS
788
Allegiance Financial Group Advisory Services
Virginia
$487K
VAG
789
VisionPoint Advisory Group
Texas
$484K
PS
790
Principal Securities
Iowa
$482K
AT
791
Arlington Trust
Alabama
$480K
DWM
792
Dakota Wealth Management
Florida
$479K
LWM
793
Lakeridge Wealth Management
Ohio
$479K
HCP
794
Hardin Capital Partners
South Carolina
$475K
TIA
795
Tiemann Investment Advisors
California
$475K
RWP
796
Revolve Wealth Partners
New Jersey
$473K
WFA
797
West Financial Advisors
Iowa
$473K
S4W
798
Solutions 4 Wealth
Texas
$473K
WRPWM
799
Werba Rubin Papier Wealth Management
California
$470K
FBB
800
Fulton Breakefield Broenniman
Maryland
$470K