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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
DAC
1026
Dividend Assets Capital
South Carolina
$231K
AGC
1027
Aspen Grove Capital
Colorado
$230K
CWM
1028
Connecticut Wealth Management
Connecticut
$230K
GWS
1029
Glassman Wealth Services
Virginia
$229K
AIM
1030
Aurora Investment Managers
Florida
$229K
PCM
1031
Pennsylvania Capital Management
Pennsylvania
$229K
FWP
1032
Falcon Wealth Planning
California
$229K
BCM
1033
Becker Capital Management
Oregon
$227K
WPIC
1034
White Pine Investment Company
Michigan
$227K
RC
1035
Randolph Company
Ohio
$227K
AIA
1036
Armor Investment Advisors
North Carolina
$226K
KL
1037
KWMG LLC
Kansas
$226K
SIC
1038
SJS Investment Consulting
Ohio
$225K
AIA
1039
Accelerate Investment Advisors
California
$225K
BAMG
1040
Brand Asset Management Group
Missouri
$224K
PCH
1041
PGIM Custom Harvest
New Jersey
$224K
CFG
1042
Citizens Financial Group
Rhode Island
$223K
TFS
1043
Thoroughbred Financial Services
Tennessee
$223K
CFS
1044
Coordinated Financial Services
Colorado
$222K
CFA
1045
CWS Financial Advisors
Michigan
$221K
CPCM
1046
Cardinal Point Capital Management
Ontario, Canada
$220K
1CP
1047
17 Capital Partners
Arizona
$220K
NWP
1048
NerdWallet Wealth Partners
New York
$220K
AWA
1049
Archvest Wealth Advisors
California
$220K
WW
1050
Westshore Wealth
California
$218K