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Schwab US Broad Market ETF

1,198 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 479 increasing their positions, 445 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: 479 | Existing positions reduced: 445

0% less funds holding

Funds holding: 1,2001,198 (-2)

4.94% less ownership

Funds ownership: 37.16%32.21% (-4.9%)

Holders
1,198
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
NA
976
Nordwand Advisors
Pennsylvania
$262K
QFPS
977
Quantum Financial Planning Services
Washington
$262K
HA
978
HC Advisors
Georgia
$262K
MA
979
MJP Associates
Connecticut
$262K
AWM
980
Austin Wealth Management
Texas
$262K
GWANC
981
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
CFIA
982
Cantor Fitzgerald Investment Advisors
New York
$261K
PWM
983
Prosperity Wealth Management
California
$261K
SLA
984
Silver Lake Advisory
Utah
$260K
SI
985
Stephens Inc
Arkansas
$259K
EAM
986
Empirical Asset Management
Massachusetts
$258K
BFWM
987
Bright Futures Wealth Management
New York
$257K
TF
988
Trek Financial
Arizona
$257K
Fisher Asset Management
989
Fisher Asset Management
Washington
$257K
AIMC
990
Alley Investment Management Company
Illinois
$255K
BWA
991
Babb Wealth Advisors
Arizona
$255K
Renaissance Technologies
992
Renaissance Technologies
New York
$255K
4WM
993
49 Wealth Management
Texas
$254K
FIA
994
FPC Investment Advisory
California
$254K
SAM
995
Secure Asset Management
Michigan
$253K
LWL
996
Leo Wealth LLC
Texas
$253K
RPSA
997
Richard P. Slaughter Associates
Texas
$253K
UCB
998
United Community Bank
South Carolina
$252K
AWAG
999
ARS Wealth Advisors Group
Florida
$251K
QWM
1000
Quadcap Wealth Management
Texas
$250K