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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
HCP
801
Hardin Capital Partners
South Carolina
$475K
TIA
802
Tiemann Investment Advisors
California
$475K -$25 -1 -0%
RWP
803
Revolve Wealth Partners
New Jersey
$473K +$322 +13 +0.1%
WFA
804
West Financial Advisors
Iowa
$473K -$20.1K -813 -4%
S4W
805
Solutions 4 Wealth
Texas
$473K +$668 +27 +0.1%
WRPWM
806
Werba Rubin Papier Wealth Management
California
$470K +$453K +18,300 New
FBB
807
Fulton Breakefield Broenniman
Maryland
$470K -$7.7K -311 -2%
VFA
808
Valeo Financial Advisors
Indiana
$468K -$25 -1 -0%
LWM
809
Level Wealth Management
North Carolina
$467K -$5.82K -235 -1%
PWA
810
Physician Wealth Advisors
Utah
$465K +$25 +1 +0%
HR
811
Hardy Reed
Mississippi
$465K
RCWM
812
Royal Capital Wealth Management
Indiana
$465K +$149 +6 +0%
EHC
813
Everett Harris & Co
California
$465K -$83.7K -3,380 -16%
YAL
814
Your Advocates Ltd
Texas
$465K +$1.21K +49 +0.3%
RFC
815
Regions Financial Corp
Alabama
$464K
SFP
816
Shepherd Financial Partners
Massachusetts
$463K +$1.29K +52 +0.3%
PFBT
817
Parkside Financial Bank & Trust
Missouri
$462K -$68.1K -2,752 -13%
SRC
818
Sage Rhino Capital
California
$461K +$1.06K +43 +0.2%
SFG
819
Sage Financial Group
Pennsylvania
$460K +$2.7K +109 +0.6%
AC
820
Apella Capital
Connecticut
$457K -$16K -646 -3%
EW
821
Evoke Wealth
California
$456K
ONSWM
822
Old North State Wealth Management
North Carolina
$456K +$668 +27 +0.2%
JWM
823
Jeppson Wealth Management
California
$455K +$49.8K +2,011 +13%
Two Sigma Investments
824
Two Sigma Investments
New York
$455K
RA
825
Resolute Advisors
California
$452K +$1.04K +42 +0.2%