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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
CFG
1051
Citizens Financial Group
Rhode Island
$223K -$295K -11,921 -58%
TFS
1052
Thoroughbred Financial Services
Tennessee
$223K -$27.5K -1,112 -11%
CFS
1053
Coordinated Financial Services
Colorado
$222K +$297 +12 +0.1%
CFA
1054
CWS Financial Advisors
Michigan
$221K
CPCM
1055
Cardinal Point Capital Management
Ontario, Canada
$220K -$5.17M -209,011 -96%
1CP
1056
17 Capital Partners
Arizona
$220K
NWP
1057
NerdWallet Wealth Partners
New York
$220K +$212K +8,546 New
AWA
1058
Archvest Wealth Advisors
California
$220K +$619 +25 +0.3%
WW
1059
Westshore Wealth
California
$218K +$495 +20 +0.2%
NFA
1060
Northwest Financial Advisors
Virginia
$214K +$206K +8,332 New
SM
1061
Sensible Money
Arizona
$214K +$206K +8,323 New
VBFP
1062
Valtinson Bruner Financial Planning
Minnesota
$213K -$113K -4,573 -36%
OSNBOA
1063
Old Second National Bank of Aurora
Illinois
$212K
MI
1064
Moneywise Inc
Virginia
$211K +$203K +8,193 New
QCMNJ
1065
Quantum Capital Management (New Jersey)
New Jersey
$210K -$2.85K -115 -1%
FAI
1066
Fiduciary Advisors Inc
Missouri
$209K +$569 +23 +0.3%
BWP
1067
Balboa Wealth Partners
Arizona
$209K +$201K +8,128 New
RCM
1068
RMR Capital Management
California
$208K +$200K +8,088 New
CMP
1069
Courage Miller Partners
Virginia
$208K +$200K +8,075 New
LWM
1070
Lyell Wealth Management
California
$207K +$199K +8,056 New
BIM
1071
Bridges Investment Management
Nebraska
$206K +$198K +8,008 New
VA
1072
Vident Advisory
Georgia
$205K +$198K +7,986 New
PPA
1073
Pacific Point Advisors
California
$205K +$197K +7,972 New
AG
1074
AmeriFlex Group
Nevada
$204K +$197K +7,950 New
FPWM
1075
FSB Premier Wealth Management
Iowa
$204K +$196K +7,934 New