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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
CWS
951
Cypress Wealth Services
California
$288K
MM
952
Main Management
California
$288K
PC
953
Prairiewood Capital
North Dakota
$288K
GFP
954
Guardian Financial Partners
California
$287K
BAWC
955
Boyce & Associates Wealth Consulting
Texas
$287K
KWM
956
Kingsview Wealth Management
Oregon
$286K
PRP
957
Peak Retirement Planning
Ohio
$285K
BWA
958
Beam Wealth Advisors
Louisiana
$281K
PK
959
Pflug Koory
Nebraska
$281K
CA
960
Claris Advisors
Missouri
$281K
VAMG
961
Voisard Asset Management Group
Michigan
$280K
RF
962
Rossby Financial
Florida
$277K
TH
963
Team Hewins
California
$277K
IFS
964
Ifrah Financial Services
Arkansas
$276K
VWM
965
Vigilare Wealth Management
Arizona
$276K
WIM
966
Warwick Investment Management
Texas
$275K
Bessemer Group
967
Bessemer Group
New Jersey
$274K
W
968
Wealthquest
Ohio
$272K
OCM
969
Orion Capital Management
California
$271K
CAM
970
Councilmark Asset Management
Tennessee
$270K
CAC
971
Certified Advisory Corp
Florida
$270K
DAS
972
Diversify Advisory Services
Utah
$268K
QPWM
973
Quadrant Private Wealth Management
Pennsylvania
$267K
FLPIM
974
F.L. Putnam Investment Management
Massachusetts
$264K
AA
975
Auxano Advisors
Washington
$264K