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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
LWL
1001
Leo Wealth LLC
Texas
$253K
RPSA
1002
Richard P. Slaughter Associates
Texas
$253K
UCB
1003
United Community Bank
South Carolina
$252K
AWAG
1004
ARS Wealth Advisors Group
Florida
$251K
QWM
1005
Quadcap Wealth Management
Texas
$250K
KL
1006
KilterHowling LLC
Colorado
$249K
ACM
1007
Aspen Capital Management
Idaho
$249K
SFP
1008
Sterling Financial Planning
New Jersey
$249K
DSA
1009
Droms Strauss Advisors
Missouri
$248K
OWP
1010
Obermeyer Wealth Partners
Colorado
$247K
DFC
1011
DB Fitzpatrick & Co
Idaho
$246K
RSC
1012
Red Spruce Capital
Pennsylvania
$244K
OAM
1013
Occidental Asset Management
California
$244K
RP
1014
Riverwater Partners
Wisconsin
$243K
RMF
1015
Red Mountain Financial
Colorado
$241K
SQA
1016
Simon Quick Advisors
New Jersey
$241K
WCP
1017
Wick Capital Partners
Pennsylvania
$240K
SWM
1018
Spire Wealth Management
Virginia
$240K
GCM
1019
Glaxis Capital Management
Florida
$240K
JBA
1020
Johnson Bixby & Associates
Washington
$240K
HSWM
1021
Hubbell Strickland Wealth Management
Louisiana
$240K
WI
1022
Wedgewood Investors
Pennsylvania
$238K
BFS
1023
BridgePort Financial Solutions
Iowa
$237K
JWM
1024
Jackson Wealth Management
Florida
$236K
SCM
1025
Schnieders Capital Management
California
$235K