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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
GS
876
GWN Securities
Florida
$368K -$338K -13,671 -49%
IFG
877
Independent Financial Group
California
$368K
LF
878
LifeSteps Financial
California
$367K +$5.87K +237 +2%
NFC
879
Northstar Financial Companies
Pennsylvania
$364K +$351K +14,164 New
PMFA
880
Plante Moran Financial Advisors
Michigan
$364K +$916 +37 +0.3%
G
881
Gainplan
Michigan
$364K -$10.3K -417 -3%
VCM
882
Versant Capital Management
Arizona
$363K +$1.01K +41 +0.3%
Russell Investments Group
883
Russell Investments Group
United Kingdom
$363K +$104K +4,196 +42%
ESB
884
Essex Savings Bank
Connecticut
$362K -$30.6K -1,235 -8%
WCM
885
Washburn Capital Management
Florida
$361K -$257K -10,378 -43%
DWP
886
Daymark Wealth Partners
Ohio
$361K +$347K +14,025 New
VMMC
887
V.M. Manning & Co
South Carolina
$359K
GLLW
888
Graves Light Lenhart Wealth
Virginia
$359K
ZRP
889
Zynergy Retirement Planning
New Jersey
$357K +$198 +8 +0.1%
USCWA
890
U.S. Capital Wealth Advisors
Texas
$356K -$792 -32 -0.2%
AWA
891
Alaska Wealth Advisors
Alaska
$355K -$61.7K -2,493 -15%
WS
892
Wedbush Securities
California
$355K -$117K -4,717 -25%
LWM
893
Liberty Wealth Management
California
$353K +$743 +30 +0.2%
UB
894
UMB Bank
Missouri
$352K
BW
895
BIP Wealth
Georgia
$351K +$74 +3 +0%
CIA
896
Capital Investment Advisors
Georgia
$350K +$272 +11 +0.1%
AFA
897
American Financial Advisors
Georgia
$348K +$421 +17 +0.1%
PSF
898
Pacific Sun Financial
California
$348K -$102K -4,120 -23%
TCM
899
Traynor Capital Management
Pennsylvania
$346K +$333K +13,458 New
TWP
900
TFO Wealth Partners
Ohio
$346K