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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
NFC
876
Northstar Financial Companies
Pennsylvania
$364K
PMFA
877
Plante Moran Financial Advisors
Michigan
$364K
G
878
Gainplan
Michigan
$364K
VCM
879
Versant Capital Management
Arizona
$363K
Russell Investments Group
880
Russell Investments Group
United Kingdom
$363K
ESB
881
Essex Savings Bank
Connecticut
$362K
WCM
882
Washburn Capital Management
Florida
$361K
DWP
883
Daymark Wealth Partners
Ohio
$361K
VMMC
884
V.M. Manning & Co
South Carolina
$359K
GLLW
885
Graves Light Lenhart Wealth
Virginia
$359K
ZRP
886
Zynergy Retirement Planning
New Jersey
$357K
USCWA
887
U.S. Capital Wealth Advisors
Texas
$356K
AWA
888
Alaska Wealth Advisors
Alaska
$355K
WS
889
Wedbush Securities
California
$355K
LWM
890
Liberty Wealth Management
California
$353K
UB
891
UMB Bank
Missouri
$352K
BW
892
BIP Wealth
Georgia
$351K
CIA
893
Capital Investment Advisors
Georgia
$350K
AFA
894
American Financial Advisors
Georgia
$348K
PSF
895
Pacific Sun Financial
California
$348K
TCM
896
Traynor Capital Management
Pennsylvania
$346K
TWP
897
TFO Wealth Partners
Ohio
$346K
WAM
898
Worth Asset Management
Texas
$345K
KBFS
899
Kohmann Bosshard Financial Services
Ohio
$342K
VHAM
900
Van Hulzen Asset Management
California
$341K