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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
BFS
1026
BridgePort Financial Solutions
Iowa
$237K
JWM
1027
Jackson Wealth Management
Florida
$236K
SCM
1028
Schnieders Capital Management
California
$235K
ACI
1029
Alpha Cubed Investments
California
$235K
VF
1030
Vawter Financial
Ohio
$235K +$226K +9,123 New
RRA
1031
Round Rock Advisors
Connecticut
$234K +$322 +13 +0.1%
NEPWA
1032
New England Private Wealth Advisors
Massachusetts
$232K +$7.8K +315 +4%
SIAP
1033
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K
DAC
1034
Dividend Assets Capital
South Carolina
$231K
RF
1035
Robinswood Financial
Washington
$231K -$2K -81 -0.9%
AGC
1036
Aspen Grove Capital
Colorado
$230K +$149 +6 +0.1%
CWM
1037
Connecticut Wealth Management
Connecticut
$230K
GWS
1038
Glassman Wealth Services
Virginia
$229K -$196K -7,936 -47%
AIM
1039
Aurora Investment Managers
Florida
$229K -$99 -4 -0%
PCM
1040
Pennsylvania Capital Management
Pennsylvania
$229K +$3.79K +153 +2%
FWP
1041
Falcon Wealth Planning
California
$229K +$220K +8,902 New
BCM
1042
Becker Capital Management
Oregon
$227K
WPIC
1043
White Pine Investment Company
Michigan
$227K -$4.08K -165 -2%
RC
1044
Randolph Company
Ohio
$227K +$218K +8,813 New
AIA
1045
Armor Investment Advisors
North Carolina
$226K
KL
1046
KWMG LLC
Kansas
$226K +$217K +8,772 New
SIC
1047
SJS Investment Consulting
Ohio
$225K -$6.19K -250 -3%
AIA
1048
Accelerate Investment Advisors
California
$225K +$2.28K +92 +1%
BAMG
1049
Brand Asset Management Group
Missouri
$224K -$6.11K -247 -3%
PCH
1050
PGIM Custom Harvest
New Jersey
$224K +$215K +8,695 New