SCHB icon

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
VFA
801
Valeo Financial Advisors
Indiana
$468K
LWM
802
Level Wealth Management
North Carolina
$467K
PWA
803
Physician Wealth Advisors
Utah
$465K
HR
804
Hardy Reed
Mississippi
$465K
RCWM
805
Royal Capital Wealth Management
Indiana
$465K
EHC
806
Everett Harris & Co
California
$465K
YAL
807
Your Advocates Ltd
Texas
$465K
RFC
808
Regions Financial Corp
Alabama
$464K
SFP
809
Shepherd Financial Partners
Massachusetts
$463K
PFBT
810
Parkside Financial Bank & Trust
Missouri
$462K
SRC
811
Sage Rhino Capital
California
$461K
SFG
812
Sage Financial Group
Pennsylvania
$460K
AC
813
Apella Capital
Connecticut
$457K
EW
814
Evoke Wealth
California
$456K
ONSWM
815
Old North State Wealth Management
North Carolina
$456K
JWM
816
Jeppson Wealth Management
California
$455K
Two Sigma Investments
817
Two Sigma Investments
New York
$455K
RA
818
Resolute Advisors
California
$452K
GC
819
Garde Capital
Washington
$451K
FA
820
Fiducient Advisors
Illinois
$450K
KA
821
Klingman & Associates
New York
$448K
BWMG
822
Barnes Wealth Management Group
California
$446K
JPWM
823
Jamison Private Wealth Management
Georgia
$444K
FFWA
824
FRG Family Wealth Advisors
Washington
$439K
GC
825
Gibson Capital
Pennsylvania
$438K