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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
JP Morgan Chase
76
JP Morgan Chase
New York
$31.3M
PAM
77
Pegasus Asset Management
New York
$29.9M
GAM
78
Gemmer Asset Management
California
$29.7M
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$29.3M
SA
80
Strategic Advisors
New York
$29.2M
TI
81
Truepoint Inc
Ohio
$29M
Cerity Partners
82
Cerity Partners
New York
$28.9M
GB
83
Goepper Burkhardt
South Carolina
$28.6M
MCM
84
MAI Capital Management
Ohio
$28.3M
VNA
85
Valley National Advisers
Pennsylvania
$27.7M
Fidelity Investments
86
Fidelity Investments
Massachusetts
$27.7M
GA
87
GSG Advisors
New Jersey
$27.6M
PAYA
88
Phil A. Younker & Associates
Alaska
$27.5M
PIMG
89
Patriot Investment Management Group
Tennessee
$27.2M
BCWM
90
Bartlett & Co Wealth Management
Ohio
$26.9M
SFP
91
Strategic Financial Planning
Texas
$26.8M
GFA
92
Gallagher Fiduciary Advisors
Illinois
$26.6M
SFC
93
SYM Financial Corp
Indiana
$26.4M
RSWA
94
Robinson Smith Wealth Advisors
Maine
$26.2M
IDA
95
Intelligence Driven Advisers
California
$26.2M
FWI
96
Facet Wealth Inc
Maryland
$26M
Goldman Sachs
97
Goldman Sachs
New York
$25.8M
WANY
98
Wealthspire Advisors (New York)
New York
$25.8M
HI
99
Harbour Investments
Wisconsin
$25.7M
FNC
100
First National Corp
Massachusetts
$25.3M