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Schwab US Broad Market ETF

1,205 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, 481 increasing their positions, 450 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:

7% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 450

0% more funds holding

Funds holding: 1,2051,205 (0)

4.94% less ownership

Funds ownership: 37.23%32.29% (-4.9%)

Holders
1,205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
139
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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
976
Ruggaard & Associates
Ohio
$264K
SCTC
977
Sanibel Captiva Trust Company
Florida
$263K
BMCM
978
Bryn Mawr Capital Management
Pennsylvania
$263K
WP
979
WealthShield Partners
North Carolina
$263K
NA
980
Nordwand Advisors
Pennsylvania
$262K
QFPS
981
Quantum Financial Planning Services
Washington
$262K
HA
982
HC Advisors
Georgia
$262K
MA
983
MJP Associates
Connecticut
$262K
AWM
984
Austin Wealth Management
Texas
$262K
GWANC
985
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
CFIA
986
Cantor Fitzgerald Investment Advisors
New York
$261K
PWM
987
Prosperity Wealth Management
California
$261K
SLA
988
Silver Lake Advisory
Utah
$260K
SI
989
Stephens Inc
Arkansas
$259K
EAM
990
Empirical Asset Management
Massachusetts
$258K
BFWM
991
Bright Futures Wealth Management
New York
$257K
TF
992
Trek Financial
Arizona
$257K
Fisher Asset Management
993
Fisher Asset Management
Washington
$257K
VCM
994
Virtue Capital Management
Tennessee
$256K
AIMC
995
Alley Investment Management Company
Illinois
$255K
BWA
996
Babb Wealth Advisors
Arizona
$255K
Renaissance Technologies
997
Renaissance Technologies
New York
$255K
4WM
998
49 Wealth Management
Texas
$254K
FIA
999
FPC Investment Advisory
California
$254K
SAM
1000
Secure Asset Management
Michigan
$253K