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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
PP
926
Patten & Patten
Tennessee
$318K
RPA
927
Rock Point Advisors
Vermont
$315K
SEM
928
Strategic Equity Management
Arizona
$311K
GD
929
Grandfield & Dodd
New York
$309K
SIMC
930
Squire Investment Management Company
Utah
$309K
CGA
931
Crescent Grove Advisors
Illinois
$309K
ACM
932
Advisors Capital Management
New Jersey
$308K
AP
933
Americana Partners
Texas
$308K
NRC
934
New Republic Capital
North Carolina
$307K
FFA
935
Founders Financial Alliance
North Carolina
$305K
PCI
936
Planning Center Inc
Illinois
$305K
BPWM
937
Badgley Phelps Wealth Managers
Washington
$303K
PW
938
PUREfi Wealth
Massachusetts
$302K
MFF
939
Michels Family Financial
Texas
$299K
BWA
940
Burt Wealth Advisors
Maryland
$297K
GA
941
Goldstein Advisors
Wisconsin
$296K
WTC
942
WhitTier Trust Company
Nevada
$296K
MSWMA
943
Market Street Wealth Management Advisors
Indiana
$295K
AWM
944
Arista Wealth Management
Nevada
$294K
FFA
945
Fragasso Financial Advisors
Pennsylvania
$294K
PWM
946
Paulson Wealth Management
Illinois
$292K
SCA
947
Snowden Capital Advisors
New York
$292K
NFG
948
Nations Financial Group
Iowa
$291K
SPA
949
Sentinel Pension Advisors
Massachusetts
$290K
AWM
950
Act Wealth Management
Texas
$288K