We are live on ! Find out more
SCHB icon

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
WAM
901
Worth Asset Management
Texas
$345K -$44.6K -1,802 -12%
KBFS
902
Kohmann Bosshard Financial Services
Ohio
$342K +$15.9K +643 +5%
VHAM
903
Van Hulzen Asset Management
California
$341K +$13.6K +548 +4%
CIP
904
Capital Insight Partners
Arizona
$340K
JC
905
JBGlobal.com
New York
$338K
PIA
906
Pinion Investment Advisors
Kansas
$338K -$4.68K -189 -1%
CB
907
Commerce Bank
Missouri
$337K -$23.5K -950 -7%
CWM
908
Crowley Wealth Management
Delaware
$337K +$125K +5,050 +63%
AUB
909
Atlantic Union Bankshares
Virginia
$337K +$446 +18 +0.1%
IFA
910
Index Fund Advisors
California
$337K +$446 +18 +0.1%
NPI
911
New Perspectives Inc
Mississippi
$337K
CCMI
912
Creative Capital Management Investments
California
$336K +$31K +1,251 +11%
AL
913
ADE LLC
Maryland
$335K +$323K +13,030 New
TP
914
Tranquility Partners
Tennessee
$334K -$15.3K -618 -5%
HWA
915
Heartwood Wealth Advisors
Virginia
$334K
RIM
916
Redwood Investment Management
Arizona
$332K +$941 +38 +0.3%
BFG
917
Berger Financial Group
Minnesota
$331K +$8.66K +350 +3%
MA
918
MONECO Advisors
Connecticut
$329K
MT
919
Midwest Trust
Kansas
$329K +$317K +12,793 New
FA
920
Fedenia Advisers
Wisconsin
$328K -$14.9K -601 -4%
CIA
921
Cape Investment Advisory
Georgia
$328K -$38.9M -1,570,252 -99%
BW
922
BostonPremier Wealth
Massachusetts
$326K +$916 +37 +0.3%
CIA
923
Choate Investment Advisors
Massachusetts
$325K
WCM
924
WealthBridge Capital Management
Ohio
$323K -$12.2K -493 -4%
NCM
925
Noesis Capital Mangement
Florida
$322K -$8.66K -350 -3%