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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
BAWC
951
Boyce & Associates Wealth Consulting
Texas
$287K
KWM
952
Kingsview Wealth Management
Oregon
$286K
PRP
953
Peak Retirement Planning
Ohio
$285K
BWA
954
Beam Wealth Advisors
Louisiana
$281K
PK
955
Pflug Koory
Nebraska
$281K
CA
956
Claris Advisors
Missouri
$281K
VAMG
957
Voisard Asset Management Group
Michigan
$280K
RF
958
Rossby Financial
Florida
$277K
TH
959
Team Hewins
California
$277K
IFS
960
Ifrah Financial Services
Arkansas
$276K
VWM
961
Vigilare Wealth Management
Arizona
$276K
WIM
962
Warwick Investment Management
Texas
$275K
Bessemer Group
963
Bessemer Group
New Jersey
$274K
W
964
Wealthquest
Ohio
$272K
OCM
965
Orion Capital Management
California
$271K
CAM
966
Councilmark Asset Management
Tennessee
$270K
CAC
967
Certified Advisory Corp
Florida
$270K
DAS
968
Diversify Advisory Services
Utah
$268K
QPWM
969
Quadrant Private Wealth Management
Pennsylvania
$267K
FLPIM
970
F.L. Putnam Investment Management
Massachusetts
$264K
AA
971
Auxano Advisors
Washington
$264K
RA
972
Ruggaard & Associates
Ohio
$264K
SCTC
973
Sanibel Captiva Trust Company
Florida
$263K
BMCM
974
Bryn Mawr Capital Management
Pennsylvania
$263K
WP
975
WealthShield Partners
North Carolina
$263K