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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
QPWM
976
Quadrant Private Wealth Management
Pennsylvania
$267K
FLPIM
977
F.L. Putnam Investment Management
Massachusetts
$264K -$12.6K -508 -5%
AA
978
Auxano Advisors
Washington
$264K -$50 -2 -0%
RA
979
Ruggaard & Associates
Ohio
$264K -$371 -15 -0.1%
SCTC
980
Sanibel Captiva Trust Company
Florida
$263K
BMCM
981
Bryn Mawr Capital Management
Pennsylvania
$263K
WP
982
WealthShield Partners
North Carolina
$263K -$31.1K -1,255 -11%
NA
983
Nordwand Advisors
Pennsylvania
$262K
QFPS
984
Quantum Financial Planning Services
Washington
$262K +$718 +29 +0.3%
HA
985
HC Advisors
Georgia
$262K
MA
986
MJP Associates
Connecticut
$262K +$252K +10,186 New
AWM
987
Austin Wealth Management
Texas
$262K +$252K +10,174 New
GWANC
988
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K +$1.78K +72 +0.7%
CFIA
989
Cantor Fitzgerald Investment Advisors
New York
$261K -$9.31K -376 -4%
PWM
990
Prosperity Wealth Management
California
$261K +$251K +10,141 New
SLA
991
Silver Lake Advisory
Utah
$260K +$718 +29 +0.3%
SI
992
Stephens Inc
Arkansas
$259K
EAM
993
Empirical Asset Management
Massachusetts
$258K +$25.6K +1,033 +11%
BFWM
994
Bright Futures Wealth Management
New York
$257K +$248K +10,007 New
TF
995
Trek Financial
Arizona
$257K +$14.3K +579 +6%
Fisher Asset Management
996
Fisher Asset Management
Washington
$257K -$346K -13,988 -58%
VCM
997
Virtue Capital Management
Tennessee
$256K +$199K +8,037 New
AIMC
998
Alley Investment Management Company
Illinois
$255K -$18.6K -750 -7%
BWA
999
Babb Wealth Advisors
Arizona
$255K
Renaissance Technologies
1000
Renaissance Technologies
New York
$255K -$1.66M -67,000 -87%