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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
CIP
901
Capital Insight Partners
Arizona
$340K
JC
902
JBGlobal.com
New York
$338K
PIA
903
Pinion Investment Advisors
Kansas
$338K
CB
904
Commerce Bank
Missouri
$337K
CWM
905
Crowley Wealth Management
Delaware
$337K
AUB
906
Atlantic Union Bankshares
Virginia
$337K
IFA
907
Index Fund Advisors
California
$337K
NPI
908
New Perspectives Inc
Mississippi
$337K
CCMI
909
Creative Capital Management Investments
California
$336K
AL
910
ADE LLC
Maryland
$335K
TP
911
Tranquility Partners
Tennessee
$334K
HWA
912
Heartwood Wealth Advisors
Virginia
$334K
RIM
913
Redwood Investment Management
Arizona
$332K
BFG
914
Berger Financial Group
Minnesota
$331K
MA
915
MONECO Advisors
Connecticut
$329K
MT
916
Midwest Trust
Kansas
$329K
FA
917
Fedenia Advisers
Wisconsin
$328K
CIA
918
Cape Investment Advisory
Georgia
$328K
BW
919
BostonPremier Wealth
Massachusetts
$326K
CIA
920
Choate Investment Advisors
Massachusetts
$325K
WCM
921
WealthBridge Capital Management
Ohio
$323K
NCM
922
Noesis Capital Mangement
Florida
$322K
VWM
923
Venturi Wealth Management
Texas
$320K
CE
924
Cornerstone Enterprises
Wisconsin
$319K
DB
925
Dravo Bay
Delaware
$319K