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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
KL
1001
KilterHowling LLC
Colorado
$249K
ACM
1002
Aspen Capital Management
Idaho
$249K
SFP
1003
Sterling Financial Planning
New Jersey
$249K
DSA
1004
Droms Strauss Advisors
Missouri
$248K
OWP
1005
Obermeyer Wealth Partners
Colorado
$247K
DFC
1006
DB Fitzpatrick & Co
Idaho
$246K
RSC
1007
Red Spruce Capital
Pennsylvania
$244K
OAM
1008
Occidental Asset Management
California
$244K
RP
1009
Riverwater Partners
Wisconsin
$243K
RMF
1010
Red Mountain Financial
Colorado
$241K
SQA
1011
Simon Quick Advisors
New Jersey
$241K
WCP
1012
Wick Capital Partners
Pennsylvania
$240K
SWM
1013
Spire Wealth Management
Virginia
$240K
GCM
1014
Glaxis Capital Management
Florida
$240K
JBA
1015
Johnson Bixby & Associates
Washington
$240K
HSWM
1016
Hubbell Strickland Wealth Management
Louisiana
$240K
WI
1017
Wedgewood Investors
Pennsylvania
$238K
BFS
1018
BridgePort Financial Solutions
Iowa
$237K
JWM
1019
Jackson Wealth Management
Florida
$236K
SCM
1020
Schnieders Capital Management
California
$235K
ACI
1021
Alpha Cubed Investments
California
$235K
VF
1022
Vawter Financial
Ohio
$235K
RRA
1023
Round Rock Advisors
Connecticut
$234K
NEPWA
1024
New England Private Wealth Advisors
Massachusetts
$232K
SIAP
1025
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K