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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
RWP
801
Revolve Wealth Partners
New Jersey
$473K
WFA
802
West Financial Advisors
Iowa
$473K
S4W
803
Solutions 4 Wealth
Texas
$473K
WRPWM
804
Werba Rubin Papier Wealth Management
California
$470K
FBB
805
Fulton Breakefield Broenniman
Maryland
$470K
VFA
806
Valeo Financial Advisors
Indiana
$468K
LWM
807
Level Wealth Management
North Carolina
$467K
PWA
808
Physician Wealth Advisors
Utah
$465K
HR
809
Hardy Reed
Mississippi
$465K
RCWM
810
Royal Capital Wealth Management
Indiana
$465K
EHC
811
Everett Harris & Co
California
$465K
YAL
812
Your Advocates Ltd
Texas
$465K
RFC
813
Regions Financial Corp
Alabama
$464K
SFP
814
Shepherd Financial Partners
Massachusetts
$463K
PFBT
815
Parkside Financial Bank & Trust
Missouri
$462K
SRC
816
Sage Rhino Capital
California
$461K
SFG
817
Sage Financial Group
Pennsylvania
$460K
AC
818
Apella Capital
Connecticut
$457K
EW
819
Evoke Wealth
California
$456K
ONSWM
820
Old North State Wealth Management
North Carolina
$456K
JWM
821
Jeppson Wealth Management
California
$455K
Two Sigma Investments
822
Two Sigma Investments
New York
$455K
RA
823
Resolute Advisors
California
$452K
GC
824
Garde Capital
Washington
$451K
FA
825
Fiducient Advisors
Illinois
$450K