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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
CGA
926
Crescent Grove Advisors
Illinois
$309K
ACM
927
Advisors Capital Management
New Jersey
$308K
AP
928
Americana Partners
Texas
$308K
NRC
929
New Republic Capital
North Carolina
$307K
FFA
930
Founders Financial Alliance
North Carolina
$305K
PCI
931
Planning Center Inc
Illinois
$305K
BPWM
932
Badgley Phelps Wealth Managers
Washington
$303K
PW
933
PUREfi Wealth
Massachusetts
$302K
MFF
934
Michels Family Financial
Texas
$299K
BWA
935
Burt Wealth Advisors
Maryland
$297K
VCM
936
Virtue Capital Management
Tennessee
$296K
GA
937
Goldstein Advisors
Wisconsin
$296K
WTC
938
WhitTier Trust Company
Nevada
$296K
MSWMA
939
Market Street Wealth Management Advisors
Indiana
$295K
AWM
940
Arista Wealth Management
Nevada
$294K
FFA
941
Fragasso Financial Advisors
Pennsylvania
$294K
PWM
942
Paulson Wealth Management
Illinois
$292K
SCA
943
Snowden Capital Advisors
New York
$292K
NFG
944
Nations Financial Group
Iowa
$291K
SPA
945
Sentinel Pension Advisors
Massachusetts
$290K
AWM
946
Act Wealth Management
Texas
$288K
CWS
947
Cypress Wealth Services
California
$288K
MM
948
Main Management
California
$288K
PC
949
Prairiewood Capital
North Dakota
$288K
GFP
950
Guardian Financial Partners
California
$287K