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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
NFG
951
Nations Financial Group
Iowa
$291K +$520 +21 +0.2%
SPA
952
Sentinel Pension Advisors
Massachusetts
$290K
AWM
953
Act Wealth Management
Texas
$288K +$396 +16 +0.1%
CWS
954
Cypress Wealth Services
California
$288K +$941 +38 +0.3%
MM
955
Main Management
California
$288K
PC
956
Prairiewood Capital
North Dakota
$288K
GFP
957
Guardian Financial Partners
California
$287K -$198 -8 -0.1%
BAWC
958
Boyce & Associates Wealth Consulting
Texas
$287K +$124 +5 +0%
KWM
959
Kingsview Wealth Management
Oregon
$286K +$6.76K +273 +3%
PRP
960
Peak Retirement Planning
Ohio
$285K +$792 +32 +0.3%
BWA
961
Beam Wealth Advisors
Louisiana
$281K +$4.43K +179 +2%
PK
962
Pflug Koory
Nebraska
$281K -$34.4K -1,388 -11%
CA
963
Claris Advisors
Missouri
$281K
VAMG
964
Voisard Asset Management Group
Michigan
$280K -$394K -15,924 -59%
RF
965
Rossby Financial
Florida
$277K
TH
966
Team Hewins
California
$277K
IFS
967
Ifrah Financial Services
Arkansas
$276K +$3.66K +148 +1%
VWM
968
Vigilare Wealth Management
Arizona
$276K
WIM
969
Warwick Investment Management
Texas
$275K +$718 +29 +0.3%
Bessemer Group
970
Bessemer Group
New Jersey
$274K
W
971
Wealthquest
Ohio
$272K +$25 +1 +0%
OCM
972
Orion Capital Management
California
$271K +$99 +4 +0%
CAM
973
Councilmark Asset Management
Tennessee
$270K -$69.1K -2,790 -21%
CAC
974
Certified Advisory Corp
Florida
$270K +$198 +8 +0.1%
DAS
975
Diversify Advisory Services
Utah
$268K -$2.38K -96 -0.9%