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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
AWA
876
Alaska Wealth Advisors
Alaska
$355K
WS
877
Wedbush Securities
California
$355K
LWM
878
Liberty Wealth Management
California
$353K
UB
879
UMB Bank
Missouri
$352K
BW
880
BIP Wealth
Georgia
$351K
CIA
881
Capital Investment Advisors
Georgia
$350K
AFA
882
American Financial Advisors
Georgia
$348K
PSF
883
Pacific Sun Financial
California
$348K
TCM
884
Traynor Capital Management
Pennsylvania
$346K
TWP
885
TFO Wealth Partners
Ohio
$346K
WAM
886
Worth Asset Management
Texas
$345K
KBFS
887
Kohmann Bosshard Financial Services
Ohio
$342K
VHAM
888
Van Hulzen Asset Management
California
$341K
CIP
889
Capital Insight Partners
Arizona
$340K
JC
890
JBGlobal.com
New York
$338K
PIA
891
Pinion Investment Advisors
Kansas
$338K
CB
892
Commerce Bank
Missouri
$337K
CWM
893
Crowley Wealth Management
Delaware
$337K
AUB
894
Atlantic Union Bankshares
Virginia
$337K
IFA
895
Index Fund Advisors
California
$337K
NPI
896
New Perspectives Inc
Mississippi
$337K
CCMI
897
Creative Capital Management Investments
California
$336K
AL
898
ADE LLC
Maryland
$335K
TP
899
Tranquility Partners
Tennessee
$334K
HWA
900
Heartwood Wealth Advisors
Virginia
$334K