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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
CWA
851
Carolina Wealth Advisors
South Carolina
$386K
FCIM
852
Fairview Capital Investment Management
California
$385K
WCM
853
Winthrop Capital Management
Indiana
$384K
AWM
854
Able Wealth Management
New Jersey
$384K
VPIM
855
Vanguard Personalized Indexing Management
California
$383K
CCM
856
Coldstream Capital Management
Washington
$380K
PI
857
Pachira Investments
California
$377K
PWP
858
Precedent Wealth Partners
Texas
$373K
CGPCS
859
Capital Group Private Client Services
California
$370K
NBWM
860
North Berkeley Wealth Management
California
$370K
AWC
861
Adamsbrown Wealth Consultants
Kansas
$369K
GS
862
GWN Securities
Florida
$368K
LF
863
LifeSteps Financial
California
$367K
NFC
864
Northstar Financial Companies
Pennsylvania
$364K
PMFA
865
Plante Moran Financial Advisors
Michigan
$364K
G
866
Gainplan
Michigan
$364K
VCM
867
Versant Capital Management
Arizona
$363K
Russell Investments Group
868
Russell Investments Group
United Kingdom
$363K
ESB
869
Essex Savings Bank
Connecticut
$362K
WCM
870
Washburn Capital Management
Florida
$361K
DWP
871
Daymark Wealth Partners
Ohio
$361K
VMMC
872
V.M. Manning & Co
South Carolina
$359K
GLLW
873
Graves Light Lenhart Wealth
Virginia
$359K
ZRP
874
Zynergy Retirement Planning
New Jersey
$357K
USCWA
875
U.S. Capital Wealth Advisors
Texas
$356K