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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
AWM
851
Accredited Wealth Management
Kentucky
$404K
BFA
852
Bill Few Associates
Pennsylvania
$403K
MFWP
853
Mosaic Family Wealth Partners
Missouri
$403K
MCA
854
Magnolia Capital Advisors
Mississippi
$401K
PI
855
PFG Investments
New York
$399K
BL
856
Balentine LLC
Georgia
$397K
AP
857
Appleton Partners
Massachusetts
$395K
FSWA
858
Financial Synergies Wealth Advisors
Texas
$394K
SG
859
Somerset Group
Minnesota
$394K
BFM
860
Broadview Financial Management
Wisconsin
$394K
JWBC
861
John W. Brooker & Co
California
$392K
CANC
862
Culbertson A N & Co
Virginia
$386K
CWA
863
Carolina Wealth Advisors
South Carolina
$386K
FCIM
864
Fairview Capital Investment Management
California
$385K
WCM
865
Winthrop Capital Management
Indiana
$384K
AWM
866
Able Wealth Management
New Jersey
$384K
VPIM
867
Vanguard Personalized Indexing Management
California
$383K
CCM
868
Coldstream Capital Management
Washington
$380K
PI
869
Pachira Investments
California
$377K
PWP
870
Precedent Wealth Partners
Texas
$373K
CGPCS
871
Capital Group Private Client Services
California
$370K
NBWM
872
North Berkeley Wealth Management
California
$370K
AWC
873
Adamsbrown Wealth Consultants
Kansas
$369K
GS
874
GWN Securities
Florida
$368K
LF
875
LifeSteps Financial
California
$367K