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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
WWM
76
WT Wealth Management
Arizona
$31.4M -$1.55M -62,768 -5%
JP Morgan Chase
77
JP Morgan Chase
New York
$31.3M +$2.36M +95,430 +8%
PAM
78
Pegasus Asset Management
New York
$29.9M -$319K -12,899 -1%
GAM
79
Gemmer Asset Management
California
$29.7M -$136K -5,497 -0.5%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$29.3M -$2.72M -109,821 -9%
SA
81
Strategic Advisors
New York
$29.2M +$732K +29,561 +3%
TI
82
Truepoint Inc
Ohio
$29M -$182K -7,358 -0.6%
Cerity Partners
83
Cerity Partners
New York
$28.9M -$510K -20,621 -2%
GB
84
Goepper Burkhardt
South Carolina
$28.6M +$687K +27,735 +3%
MCM
85
MAI Capital Management
Ohio
$28.3M -$356K -14,394 -1%
VNA
86
Valley National Advisers
Pennsylvania
$27.7M -$850K -34,335 -3%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$27.7M +$2.16M +87,240 +9%
GA
88
GSG Advisors
New Jersey
$27.6M -$433K -17,484 -2%
PAYA
89
Phil A. Younker & Associates
Alaska
$27.5M +$3.63M +146,639 +16%
PIMG
90
Patriot Investment Management Group
Tennessee
$27.2M -$179K -7,249 -0.7%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$26.9M -$10.9K -440 -0%
SFP
92
Strategic Financial Planning
Texas
$26.8M +$1.5M +60,494 +6%
GFA
93
Gallagher Fiduciary Advisors
Illinois
$26.6M -$1.58B -63,728,192 -98%
SFC
94
SYM Financial Corp
Indiana
$26.4M +$80.8K +3,265 +0.3%
RSWA
95
Robinson Smith Wealth Advisors
Maine
$26.2M +$480K +19,394 +2%
IDA
96
Intelligence Driven Advisers
California
$26.2M -$574K -23,170 -2%
FWI
97
Facet Wealth Inc
Maryland
$26M -$40.3K -1,627 -0.2%
Goldman Sachs
98
Goldman Sachs
New York
$25.8M -$1.93M -77,847 -7%
WANY
99
Wealthspire Advisors (New York)
New York
$25.8M +$39.1K +1,580 +0.2%
HI
100
Harbour Investments
Wisconsin
$25.7M +$1.91M +77,292 +8%