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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
GC
826
Garde Capital
Washington
$451K -$14.8K -599 -3%
FA
827
Fiducient Advisors
Illinois
$450K +$1.09K +44 +0.3%
KA
828
Klingman & Associates
New York
$448K +$792 +32 +0.2%
BWMG
829
Barnes Wealth Management Group
California
$446K +$25 +1 +0%
JPWM
830
Jamison Private Wealth Management
Georgia
$444K -$3.59K -145 -0.8%
FFWA
831
FRG Family Wealth Advisors
Washington
$439K +$30.7K +1,242 +8%
GC
832
Gibson Capital
Pennsylvania
$438K +$50 +2 +0%
AAG
833
Armstrong Advisory Group
Massachusetts
$437K +$1.26K +51 +0.3%
TCWM
834
Total Clarity Wealth Management
Illinois
$436K -$10.6K -428 -2%
AWM
835
Accurate Wealth Management
Florida
$435K
FA
836
Fiduciary Alliance
South Carolina
$433K -$46.1K -1,861 -10%
AMM
837
American Money Management
California
$432K -$3.71K -150 -0.9%
UAS
838
United Asset Strategies
New York
$430K
FRA
839
Front Row Advisors
California
$430K
MMCM
840
Murphy & Mullick Capital Management
New York
$425K +$6.19K +250 +2%
TWM
841
Trevian Wealth Management
Massachusetts
$424K -$14.3K -576 -3%
PCM
842
Perritt Capital Management
Illinois
$424K +$10.2K +412 +3%
BWFA
843
Baltimore-Washington Financial Advisors
Maryland
$424K +$545 +22 +0.1%
MIM
844
Moseley Investment Management
Florida
$424K
JC
845
Jacobs & Co
California
$422K -$3.71K -150 -0.9%
MJRIC
846
Mogy Joel R Investment Counsel
California
$422K
BWP
847
Baldwin Wealth Partners
Massachusetts
$418K
SWM
848
Stockman Wealth Management
Montana
$416K -$157K -6,332 -28%
Neuberger Berman Group
849
Neuberger Berman Group
New York
$412K +$397K +16,043 New
CNBT
850
Canandaigua National Bank & Trust
New York
$409K