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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
WPIC
1026
White Pine Investment Company
Michigan
$227K
RC
1027
Randolph Company
Ohio
$227K
AIA
1028
Armor Investment Advisors
North Carolina
$226K
KL
1029
KWMG LLC
Kansas
$226K
SIC
1030
SJS Investment Consulting
Ohio
$225K
AIA
1031
Accelerate Investment Advisors
California
$225K
BAMG
1032
Brand Asset Management Group
Missouri
$224K
PCH
1033
PGIM Custom Harvest
New Jersey
$224K
CFG
1034
Citizens Financial Group
Rhode Island
$223K
TFS
1035
Thoroughbred Financial Services
Tennessee
$223K
CFS
1036
Coordinated Financial Services
Colorado
$222K
CFA
1037
CWS Financial Advisors
Michigan
$221K
CPCM
1038
Cardinal Point Capital Management
Ontario, Canada
$220K
1CP
1039
17 Capital Partners
Arizona
$220K
NWP
1040
NerdWallet Wealth Partners
New York
$220K
AWA
1041
Archvest Wealth Advisors
California
$220K
WW
1042
Westshore Wealth
California
$218K
NFA
1043
Northwest Financial Advisors
Virginia
$214K
SM
1044
Sensible Money
Arizona
$214K
VBFP
1045
Valtinson Bruner Financial Planning
Minnesota
$213K
OSNBOA
1046
Old Second National Bank of Aurora
Illinois
$212K
MI
1047
Moneywise Inc
Virginia
$211K
QCMNJ
1048
Quantum Capital Management (New Jersey)
New Jersey
$210K
FAI
1049
Fiduciary Advisors Inc
Missouri
$209K
BWP
1050
Balboa Wealth Partners
Arizona
$209K