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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
LOIP
851
Live Oak Investment Partners
Texas
$407K
CCA
852
Clarity Capital Advisors
Florida
$404K +$42.4K +1,712 +12%
AWM
853
Accredited Wealth Management
Kentucky
$404K +$6.27M +253,311 +1,614%
BFA
854
Bill Few Associates
Pennsylvania
$403K -$7.05K -285 -2%
MFWP
855
Mosaic Family Wealth Partners
Missouri
$403K +$145K +5,839 +59%
MCA
856
Magnolia Capital Advisors
Mississippi
$401K -$19.4K -785 -5%
PI
857
PFG Investments
New York
$399K +$1.09K +44 +0.3%
BL
858
Balentine LLC
Georgia
$397K
AP
859
Appleton Partners
Massachusetts
$395K -$4.21K -170 -1%
FSWA
860
Financial Synergies Wealth Advisors
Texas
$394K -$12K -484 -3%
SG
861
Somerset Group
Minnesota
$394K +$6.86K +277 +2%
BFM
862
Broadview Financial Management
Wisconsin
$394K +$1.09K +44 +0.3%
JWBC
863
John W. Brooker & Co
California
$392K -$6.36K -257 -2%
CANC
864
Culbertson A N & Co
Virginia
$386K
CWA
865
Carolina Wealth Advisors
South Carolina
$386K +$42K +1,697 +13%
FCIM
866
Fairview Capital Investment Management
California
$385K -$619 -25 -0.2%
WCM
867
Winthrop Capital Management
Indiana
$384K -$216K -8,745 -37%
AWM
868
Able Wealth Management
New Jersey
$384K
VPIM
869
Vanguard Personalized Indexing Management
California
$383K +$30.2K +1,221 +9%
CCM
870
Coldstream Capital Management
Washington
$380K +$14.2K +573 +4%
PI
871
Pachira Investments
California
$377K -$33K -1,334 -8%
PWP
872
Precedent Wealth Partners
Texas
$373K
CGPCS
873
Capital Group Private Client Services
California
$370K +$1.88K +76 +0.5%
NBWM
874
North Berkeley Wealth Management
California
$370K
AWC
875
Adamsbrown Wealth Consultants
Kansas
$369K -$446 -18 -0.1%