SCHB icon

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
RCM
1051
RMR Capital Management
California
$208K
CMP
1052
Courage Miller Partners
Virginia
$208K
LWM
1053
Lyell Wealth Management
California
$207K
BIM
1054
Bridges Investment Management
Nebraska
$206K
VA
1055
Vident Advisory
Georgia
$205K
PPA
1056
Pacific Point Advisors
California
$205K
AG
1057
AmeriFlex Group
Nevada
$204K
FPWM
1058
FSB Premier Wealth Management
Iowa
$204K
MHFA
1059
Mission Hills Financial Advisory
California
$202K
WIA
1060
Wetzel Investment Advisors
Indiana
$201K
PWP
1061
Prasad Wealth Partners
Ohio
$200K
BFO
1062
Biltmore Family Office
North Carolina
$193K
MFT
1063
Moisand Fitzgerald Tamayo
Florida
$193K
BF
1064
BOK Financial
Oklahoma
$189K
T
1065
Tidemark
California
$184K
FF
1066
Friedenthal Financial
New Jersey
$184K
PGAM
1067
Princeton Global Asset Management
New Jersey
$181K
PCFFS
1068
Pacific Center for Financial Services
California
$178K
SMA
1069
Sage Mountain Advisors
Georgia
$160K
TH
1070
TCTC Holdings
Texas
$159K
HCM
1071
Hollencrest Capital Management
California
$156K
PFSC
1072
Peoples Financial Services Corp
Pennsylvania
$154K
PCA
1073
Providence Capital Advisors
North Carolina
$151K
RCM
1074
Richardson Capital Management
Wisconsin
$147K
HHGA
1075
Halbert Hargrove Global Advisors
California
$146K