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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
RP
1001
Riverwater Partners
Wisconsin
$243K
RMF
1002
Red Mountain Financial
Colorado
$241K
SQA
1003
Simon Quick Advisors
New Jersey
$241K
WCP
1004
Wick Capital Partners
Pennsylvania
$240K
SWM
1005
Spire Wealth Management
Virginia
$240K
GCM
1006
Glaxis Capital Management
Florida
$240K
JBA
1007
Johnson Bixby & Associates
Washington
$240K
HSWM
1008
Hubbell Strickland Wealth Management
Louisiana
$240K
WI
1009
Wedgewood Investors
Pennsylvania
$238K
BFS
1010
BridgePort Financial Solutions
Iowa
$237K
JWM
1011
Jackson Wealth Management
Florida
$236K
SCM
1012
Schnieders Capital Management
California
$235K
ACI
1013
Alpha Cubed Investments
California
$235K
VF
1014
Vawter Financial
Ohio
$235K
RRA
1015
Round Rock Advisors
Connecticut
$234K
NEPWA
1016
New England Private Wealth Advisors
Massachusetts
$232K
SIAP
1017
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K
DAC
1018
Dividend Assets Capital
South Carolina
$231K
AGC
1019
Aspen Grove Capital
Colorado
$230K
CWM
1020
Connecticut Wealth Management
Connecticut
$230K
GWS
1021
Glassman Wealth Services
Virginia
$229K
AIM
1022
Aurora Investment Managers
Florida
$229K
PCM
1023
Pennsylvania Capital Management
Pennsylvania
$229K
FWP
1024
Falcon Wealth Planning
California
$229K
BCM
1025
Becker Capital Management
Oregon
$227K