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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
MMCM
826
Murphy & Mullick Capital Management
New York
$425K
TWM
827
Trevian Wealth Management
Massachusetts
$424K
PCM
828
Perritt Capital Management
Illinois
$424K
BWFA
829
Baltimore-Washington Financial Advisors
Maryland
$424K
MIM
830
Moseley Investment Management
Florida
$424K
JC
831
Jacobs & Co
California
$422K
MJRIC
832
Mogy Joel R Investment Counsel
California
$422K
BWP
833
Baldwin Wealth Partners
Massachusetts
$418K
SWM
834
Stockman Wealth Management
Montana
$416K
Neuberger Berman Group
835
Neuberger Berman Group
New York
$412K
CNBT
836
Canandaigua National Bank & Trust
New York
$409K
LOIP
837
Live Oak Investment Partners
Texas
$407K
CCA
838
Clarity Capital Advisors
Florida
$404K
AWM
839
Accredited Wealth Management
Kentucky
$404K
BFA
840
Bill Few Associates
Pennsylvania
$403K
MFWP
841
Mosaic Family Wealth Partners
Missouri
$403K
MCA
842
Magnolia Capital Advisors
Mississippi
$401K
PI
843
PFG Investments
New York
$399K
BL
844
Balentine LLC
Georgia
$397K
AP
845
Appleton Partners
Massachusetts
$395K
FSWA
846
Financial Synergies Wealth Advisors
Texas
$394K
SG
847
Somerset Group
Minnesota
$394K
BFM
848
Broadview Financial Management
Wisconsin
$394K
JWBC
849
John W. Brooker & Co
California
$392K
CANC
850
Culbertson A N & Co
Virginia
$386K