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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
AAG
826
Armstrong Advisory Group
Massachusetts
$437K
TCWM
827
Total Clarity Wealth Management
Illinois
$436K
AWM
828
Accurate Wealth Management
Florida
$435K
FA
829
Fiduciary Alliance
South Carolina
$433K
AMM
830
American Money Management
California
$432K
UAS
831
United Asset Strategies
New York
$430K
FRA
832
Front Row Advisors
California
$430K
MMCM
833
Murphy & Mullick Capital Management
New York
$425K
TWM
834
Trevian Wealth Management
Massachusetts
$424K
PCM
835
Perritt Capital Management
Illinois
$424K
BWFA
836
Baltimore-Washington Financial Advisors
Maryland
$424K
MIM
837
Moseley Investment Management
Florida
$424K
JC
838
Jacobs & Co
California
$422K
MJRIC
839
Mogy Joel R Investment Counsel
California
$422K
BWP
840
Baldwin Wealth Partners
Massachusetts
$418K
SWM
841
Stockman Wealth Management
Montana
$416K
Neuberger Berman Group
842
Neuberger Berman Group
New York
$412K
CNBT
843
Canandaigua National Bank & Trust
New York
$409K
LOIP
844
Live Oak Investment Partners
Texas
$407K
CCA
845
Clarity Capital Advisors
Florida
$404K
AWM
846
Accredited Wealth Management
Kentucky
$404K
BFA
847
Bill Few Associates
Pennsylvania
$403K
MFWP
848
Mosaic Family Wealth Partners
Missouri
$403K
MCA
849
Magnolia Capital Advisors
Mississippi
$401K
PI
850
PFG Investments
New York
$399K