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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
TH
951
Team Hewins
California
$277K
IFS
952
Ifrah Financial Services
Arkansas
$276K
VWM
953
Vigilare Wealth Management
Arizona
$276K
WIM
954
Warwick Investment Management
Texas
$275K
Bessemer Group
955
Bessemer Group
New Jersey
$274K
W
956
Wealthquest
Ohio
$272K
OCM
957
Orion Capital Management
California
$271K
CAM
958
Councilmark Asset Management
Tennessee
$270K
CAC
959
Certified Advisory Corp
Florida
$270K
DAS
960
Diversify Advisory Services
Utah
$268K
QPWM
961
Quadrant Private Wealth Management
Pennsylvania
$267K
FLPIM
962
F.L. Putnam Investment Management
Massachusetts
$264K
AA
963
Auxano Advisors
Washington
$264K
RA
964
Ruggaard & Associates
Ohio
$264K
SCTC
965
Sanibel Captiva Trust Company
Florida
$263K
BMCM
966
Bryn Mawr Capital Management
Pennsylvania
$263K
WP
967
WealthShield Partners
North Carolina
$263K
NA
968
Nordwand Advisors
Pennsylvania
$262K
QFPS
969
Quantum Financial Planning Services
Washington
$262K
HA
970
HC Advisors
Georgia
$262K
MA
971
MJP Associates
Connecticut
$262K
AWM
972
Austin Wealth Management
Texas
$262K
GWANC
973
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
CFIA
974
Cantor Fitzgerald Investment Advisors
New York
$261K
PWM
975
Prosperity Wealth Management
California
$261K