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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
KA
826
Klingman & Associates
New York
$448K
BWMG
827
Barnes Wealth Management Group
California
$446K
JPWM
828
Jamison Private Wealth Management
Georgia
$444K
FFWA
829
FRG Family Wealth Advisors
Washington
$439K
GC
830
Gibson Capital
Pennsylvania
$438K
AAG
831
Armstrong Advisory Group
Massachusetts
$437K
TCWM
832
Total Clarity Wealth Management
Illinois
$436K
AWM
833
Accurate Wealth Management
Florida
$435K
FA
834
Fiduciary Alliance
South Carolina
$433K
AMM
835
American Money Management
California
$432K
UAS
836
United Asset Strategies
New York
$430K
FRA
837
Front Row Advisors
California
$430K
MMCM
838
Murphy & Mullick Capital Management
New York
$425K
TWM
839
Trevian Wealth Management
Massachusetts
$424K
PCM
840
Perritt Capital Management
Illinois
$424K
BWFA
841
Baltimore-Washington Financial Advisors
Maryland
$424K
MIM
842
Moseley Investment Management
Florida
$424K
JC
843
Jacobs & Co
California
$422K
MJRIC
844
Mogy Joel R Investment Counsel
California
$422K
BWP
845
Baldwin Wealth Partners
Massachusetts
$418K
SWM
846
Stockman Wealth Management
Montana
$416K
Neuberger Berman Group
847
Neuberger Berman Group
New York
$412K
CNBT
848
Canandaigua National Bank & Trust
New York
$409K
LOIP
849
Live Oak Investment Partners
Texas
$407K
CCA
850
Clarity Capital Advisors
Florida
$404K