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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%32.21% (-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
ESB
876
Essex Savings Bank
Connecticut
$362K
WCM
877
Washburn Capital Management
Florida
$361K
DWP
878
Daymark Wealth Partners
Ohio
$361K
VMMC
879
V.M. Manning & Co
South Carolina
$359K
GLLW
880
Graves Light Lenhart Wealth
Virginia
$359K
ZRP
881
Zynergy Retirement Planning
New Jersey
$357K
USCWA
882
U.S. Capital Wealth Advisors
Texas
$356K
AWA
883
Alaska Wealth Advisors
Alaska
$355K
WS
884
Wedbush Securities
California
$355K
LWM
885
Liberty Wealth Management
California
$353K
UB
886
UMB Bank
Missouri
$352K
BW
887
BIP Wealth
Georgia
$351K
CIA
888
Capital Investment Advisors
Georgia
$350K
AFA
889
American Financial Advisors
Georgia
$348K
PSF
890
Pacific Sun Financial
California
$348K
TCM
891
Traynor Capital Management
Pennsylvania
$346K
TWP
892
TFO Wealth Partners
Ohio
$346K
WAM
893
Worth Asset Management
Texas
$345K
KBFS
894
Kohmann Bosshard Financial Services
Ohio
$342K
VHAM
895
Van Hulzen Asset Management
California
$341K
CIP
896
Capital Insight Partners
Arizona
$340K
JC
897
JBGlobal.com
New York
$338K
PIA
898
Pinion Investment Advisors
Kansas
$338K
CB
899
Commerce Bank
Missouri
$337K
CWM
900
Crowley Wealth Management
Delaware
$337K