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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
MFF
926
Michels Family Financial
Texas
$299K
BWA
927
Burt Wealth Advisors
Maryland
$297K
VCM
928
Virtue Capital Management
Tennessee
$296K
GA
929
Goldstein Advisors
Wisconsin
$296K
WTC
930
WhitTier Trust Company
Nevada
$296K
MSWMA
931
Market Street Wealth Management Advisors
Indiana
$295K
AWM
932
Arista Wealth Management
Nevada
$294K
FFA
933
Fragasso Financial Advisors
Pennsylvania
$294K
PWM
934
Paulson Wealth Management
Illinois
$292K
SCA
935
Snowden Capital Advisors
New York
$292K
NFG
936
Nations Financial Group
Iowa
$291K
SPA
937
Sentinel Pension Advisors
Massachusetts
$290K
AWM
938
Act Wealth Management
Texas
$288K
CWS
939
Cypress Wealth Services
California
$288K
MM
940
Main Management
California
$288K
PC
941
Prairiewood Capital
North Dakota
$288K
GFP
942
Guardian Financial Partners
California
$287K
BAWC
943
Boyce & Associates Wealth Consulting
Texas
$287K
KWM
944
Kingsview Wealth Management
Oregon
$286K
PRP
945
Peak Retirement Planning
Ohio
$285K
BWA
946
Beam Wealth Advisors
Louisiana
$281K
PK
947
Pflug Koory
Nebraska
$281K
CA
948
Claris Advisors
Missouri
$281K
VAMG
949
Voisard Asset Management Group
Michigan
$280K
RF
950
Rossby Financial
Florida
$277K