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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
4WM
1001
49 Wealth Management
Texas
$254K -$21.3K -862 -8%
FIA
1002
FPC Investment Advisory
California
$254K
SAM
1003
Secure Asset Management
Michigan
$253K -$8.81K -356 -4%
LWL
1004
Leo Wealth LLC
Texas
$253K -$3.75M -151,435 -94%
RPSA
1005
Richard P. Slaughter Associates
Texas
$253K -$3.34K -135 -1%
UCB
1006
United Community Bank
South Carolina
$252K +$124K +5,016 +105%
AWAG
1007
ARS Wealth Advisors Group
Florida
$251K +$10K +405 +4%
QWM
1008
Quadcap Wealth Management
Texas
$250K -$68.1K -2,750 -22%
KL
1009
KilterHowling LLC
Colorado
$249K +$693 +28 +0.3%
ACM
1010
Aspen Capital Management
Idaho
$249K +$396 +16 +0.2%
SFP
1011
Sterling Financial Planning
New Jersey
$249K +$693 +28 +0.3%
DSA
1012
Droms Strauss Advisors
Missouri
$248K
OWP
1013
Obermeyer Wealth Partners
Colorado
$247K
DFC
1014
DB Fitzpatrick & Co
Idaho
$246K +$5.2K +210 +2%
RSC
1015
Red Spruce Capital
Pennsylvania
$244K
OAM
1016
Occidental Asset Management
California
$244K +$235K +9,480 New
RP
1017
Riverwater Partners
Wisconsin
$243K
RMF
1018
Red Mountain Financial
Colorado
$241K +$22.9K +924 +11%
SQA
1019
Simon Quick Advisors
New Jersey
$241K -$9.88K -399 -4%
WCP
1020
Wick Capital Partners
Pennsylvania
$240K -$100K -4,057 -30%
SWM
1021
Spire Wealth Management
Virginia
$240K +$248 +10 +0.1%
GCM
1022
Glaxis Capital Management
Florida
$240K +$668 +27 +0.3%
JBA
1023
Johnson Bixby & Associates
Washington
$240K
HSWM
1024
Hubbell Strickland Wealth Management
Louisiana
$240K +$668 +27 +0.3%
WI
1025
Wedgewood Investors
Pennsylvania
$238K +$4.83K +195 +2%