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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
VWM
926
Venturi Wealth Management
Texas
$320K +$545 +22 +0.2%
CE
927
Cornerstone Enterprises
Wisconsin
$319K
DB
928
Dravo Bay
Delaware
$319K
PP
929
Patten & Patten
Tennessee
$318K
RPA
930
Rock Point Advisors
Vermont
$315K
SEM
931
Strategic Equity Management
Arizona
$311K -$31.8K -1,284 -10%
GD
932
Grandfield & Dodd
New York
$309K -$5.57K -225 -2%
SIMC
933
Squire Investment Management Company
Utah
$309K
CGA
934
Crescent Grove Advisors
Illinois
$309K
ACM
935
Advisors Capital Management
New Jersey
$308K -$17.8K -721 -6%
AP
936
Americana Partners
Texas
$308K +$866 +35 +0.3%
NRC
937
New Republic Capital
North Carolina
$307K
FFA
938
Founders Financial Alliance
North Carolina
$305K +$470 +19 +0.2%
PCI
939
Planning Center Inc
Illinois
$305K -$11.9K -480 -4%
BPWM
940
Badgley Phelps Wealth Managers
Washington
$303K -$13.5K -547 -4%
PW
941
PUREfi Wealth
Massachusetts
$302K -$14.9K -600 -5%
MFF
942
Michels Family Financial
Texas
$299K +$767 +31 +0.3%
BWA
943
Burt Wealth Advisors
Maryland
$297K +$25 +1 +0%
GA
944
Goldstein Advisors
Wisconsin
$296K +$20.3K +820 +8%
WTC
945
WhitTier Trust Company
Nevada
$296K
MSWMA
946
Market Street Wealth Management Advisors
Indiana
$295K
AWM
947
Arista Wealth Management
Nevada
$294K +$284K +11,454 New
FFA
948
Fragasso Financial Advisors
Pennsylvania
$294K -$619 -25 -0.2%
PWM
949
Paulson Wealth Management
Illinois
$292K -$2K -81 -0.7%
SCA
950
Snowden Capital Advisors
New York
$292K