SCHB icon

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
RIM
901
Redwood Investment Management
Arizona
$332K
BFG
902
Berger Financial Group
Minnesota
$331K
MA
903
MONECO Advisors
Connecticut
$329K
MT
904
Midwest Trust
Kansas
$329K
FA
905
Fedenia Advisers
Wisconsin
$328K
BW
906
BostonPremier Wealth
Massachusetts
$326K
CIA
907
Choate Investment Advisors
Massachusetts
$325K
WCM
908
WealthBridge Capital Management
Ohio
$323K
NCM
909
Noesis Capital Mangement
Florida
$322K
VWM
910
Venturi Wealth Management
Texas
$320K
CE
911
Cornerstone Enterprises
Wisconsin
$319K
DB
912
Dravo Bay
Delaware
$319K
PP
913
Patten & Patten
Tennessee
$318K
RPA
914
Rock Point Advisors
Vermont
$315K
SEM
915
Strategic Equity Management
Arizona
$311K
GD
916
Grandfield & Dodd
New York
$309K
SIMC
917
Squire Investment Management Company
Utah
$309K
CGA
918
Crescent Grove Advisors
Illinois
$309K
ACM
919
Advisors Capital Management
New Jersey
$308K
AP
920
Americana Partners
Texas
$308K
NRC
921
New Republic Capital
North Carolina
$307K
FFA
922
Founders Financial Alliance
North Carolina
$305K
PCI
923
Planning Center Inc
Illinois
$305K
BPWM
924
Badgley Phelps Wealth Managers
Washington
$303K
PW
925
PUREfi Wealth
Massachusetts
$302K