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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
BL
851
Balentine LLC
Georgia
$397K
AP
852
Appleton Partners
Massachusetts
$395K
FSWA
853
Financial Synergies Wealth Advisors
Texas
$394K
SG
854
Somerset Group
Minnesota
$394K
BFM
855
Broadview Financial Management
Wisconsin
$394K
JWBC
856
John W. Brooker & Co
California
$392K
CANC
857
Culbertson A N & Co
Virginia
$386K
CWA
858
Carolina Wealth Advisors
South Carolina
$386K
FCIM
859
Fairview Capital Investment Management
California
$385K
WCM
860
Winthrop Capital Management
Indiana
$384K
AWM
861
Able Wealth Management
New Jersey
$384K
VPIM
862
Vanguard Personalized Indexing Management
California
$383K
CCM
863
Coldstream Capital Management
Washington
$380K
PI
864
Pachira Investments
California
$377K
PWP
865
Precedent Wealth Partners
Texas
$373K
CGPCS
866
Capital Group Private Client Services
California
$370K
NBWM
867
North Berkeley Wealth Management
California
$370K
AWC
868
Adamsbrown Wealth Consultants
Kansas
$369K
GS
869
GWN Securities
Florida
$368K
LF
870
LifeSteps Financial
California
$367K
NFC
871
Northstar Financial Companies
Pennsylvania
$364K
PMFA
872
Plante Moran Financial Advisors
Michigan
$364K
G
873
Gainplan
Michigan
$364K
VCM
874
Versant Capital Management
Arizona
$363K
Russell Investments Group
875
Russell Investments Group
United Kingdom
$363K