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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
ACI
1026
Alpha Cubed Investments
California
$235K
VF
1027
Vawter Financial
Ohio
$235K
RRA
1028
Round Rock Advisors
Connecticut
$234K
NEPWA
1029
New England Private Wealth Advisors
Massachusetts
$232K
SIAP
1030
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K
DAC
1031
Dividend Assets Capital
South Carolina
$231K
AGC
1032
Aspen Grove Capital
Colorado
$230K
CWM
1033
Connecticut Wealth Management
Connecticut
$230K
GWS
1034
Glassman Wealth Services
Virginia
$229K
AIM
1035
Aurora Investment Managers
Florida
$229K
PCM
1036
Pennsylvania Capital Management
Pennsylvania
$229K
FWP
1037
Falcon Wealth Planning
California
$229K
BCM
1038
Becker Capital Management
Oregon
$227K
WPIC
1039
White Pine Investment Company
Michigan
$227K
RC
1040
Randolph Company
Ohio
$227K
AIA
1041
Armor Investment Advisors
North Carolina
$226K
KL
1042
KWMG LLC
Kansas
$226K
SIC
1043
SJS Investment Consulting
Ohio
$225K
AIA
1044
Accelerate Investment Advisors
California
$225K
BAMG
1045
Brand Asset Management Group
Missouri
$224K
PCH
1046
PGIM Custom Harvest
New Jersey
$224K
CFG
1047
Citizens Financial Group
Rhode Island
$223K
TFS
1048
Thoroughbred Financial Services
Tennessee
$223K
CFS
1049
Coordinated Financial Services
Colorado
$222K
CFA
1050
CWS Financial Advisors
Michigan
$221K