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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
AUB
901
Atlantic Union Bankshares
Virginia
$337K
IFA
902
Index Fund Advisors
California
$337K
NPI
903
New Perspectives Inc
Mississippi
$337K
CCMI
904
Creative Capital Management Investments
California
$336K
AL
905
ADE LLC
Maryland
$335K
TP
906
Tranquility Partners
Tennessee
$334K
HWA
907
Heartwood Wealth Advisors
Virginia
$334K
RIM
908
Redwood Investment Management
Arizona
$332K
BFG
909
Berger Financial Group
Minnesota
$331K
MA
910
MONECO Advisors
Connecticut
$329K
MT
911
Midwest Trust
Kansas
$329K
FA
912
Fedenia Advisers
Wisconsin
$328K
CIA
913
Cape Investment Advisory
Georgia
$328K
BW
914
BostonPremier Wealth
Massachusetts
$326K
CIA
915
Choate Investment Advisors
Massachusetts
$325K
WCM
916
WealthBridge Capital Management
Ohio
$323K
NCM
917
Noesis Capital Mangement
Florida
$322K
VWM
918
Venturi Wealth Management
Texas
$320K
CE
919
Cornerstone Enterprises
Wisconsin
$319K
DB
920
Dravo Bay
Delaware
$319K
PP
921
Patten & Patten
Tennessee
$318K
RPA
922
Rock Point Advisors
Vermont
$315K
SEM
923
Strategic Equity Management
Arizona
$311K
GD
924
Grandfield & Dodd
New York
$309K
SIMC
925
Squire Investment Management Company
Utah
$309K