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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
SLA
976
Silver Lake Advisory
Utah
$260K
SI
977
Stephens Inc
Arkansas
$259K
EAM
978
Empirical Asset Management
Massachusetts
$258K
BFWM
979
Bright Futures Wealth Management
New York
$257K
TF
980
Trek Financial
Arizona
$257K
Fisher Asset Management
981
Fisher Asset Management
Washington
$257K
AIMC
982
Alley Investment Management Company
Illinois
$255K
BWA
983
Babb Wealth Advisors
Arizona
$255K
Renaissance Technologies
984
Renaissance Technologies
New York
$255K
4WM
985
49 Wealth Management
Texas
$254K
FIA
986
FPC Investment Advisory
California
$254K
SAM
987
Secure Asset Management
Michigan
$253K
LWL
988
Leo Wealth LLC
Texas
$253K
RPSA
989
Richard P. Slaughter Associates
Texas
$253K
UCB
990
United Community Bank
South Carolina
$252K
AWAG
991
ARS Wealth Advisors Group
Florida
$251K
QWM
992
Quadcap Wealth Management
Texas
$250K
KL
993
KilterHowling LLC
Colorado
$249K
ACM
994
Aspen Capital Management
Idaho
$249K
SFP
995
Sterling Financial Planning
New Jersey
$249K
DSA
996
Droms Strauss Advisors
Missouri
$248K
OWP
997
Obermeyer Wealth Partners
Colorado
$247K
DFC
998
DB Fitzpatrick & Co
Idaho
$246K
RSC
999
Red Spruce Capital
Pennsylvania
$244K
OAM
1000
Occidental Asset Management
California
$244K