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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
YAL
801
Your Advocates Ltd
Texas
$465K
RFC
802
Regions Financial Corp
Alabama
$464K
SFP
803
Shepherd Financial Partners
Massachusetts
$463K
PFBT
804
Parkside Financial Bank & Trust
Missouri
$462K
SRC
805
Sage Rhino Capital
California
$461K
SFG
806
Sage Financial Group
Pennsylvania
$460K
AC
807
Apella Capital
Connecticut
$457K
EW
808
Evoke Wealth
California
$456K
ONSWM
809
Old North State Wealth Management
North Carolina
$456K
JWM
810
Jeppson Wealth Management
California
$455K
Two Sigma Investments
811
Two Sigma Investments
New York
$455K
RA
812
Resolute Advisors
California
$452K
FA
813
Fiducient Advisors
Illinois
$450K
KA
814
Klingman & Associates
New York
$448K
BWMG
815
Barnes Wealth Management Group
California
$446K
JPWM
816
Jamison Private Wealth Management
Georgia
$444K
FFWA
817
FRG Family Wealth Advisors
Washington
$439K
GC
818
Gibson Capital
Pennsylvania
$438K
AAG
819
Armstrong Advisory Group
Massachusetts
$437K
TCWM
820
Total Clarity Wealth Management
Illinois
$436K
AWM
821
Accurate Wealth Management
Florida
$435K
FA
822
Fiduciary Alliance
South Carolina
$433K
AMM
823
American Money Management
California
$432K
UAS
824
United Asset Strategies
New York
$430K
FRA
825
Front Row Advisors
California
$430K