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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
CPCM
1051
Cardinal Point Capital Management
Ontario, Canada
$220K
1CP
1052
17 Capital Partners
Arizona
$220K
NWP
1053
NerdWallet Wealth Partners
New York
$220K
AWA
1054
Archvest Wealth Advisors
California
$220K
WW
1055
Westshore Wealth
California
$218K
NFA
1056
Northwest Financial Advisors
Virginia
$214K
SM
1057
Sensible Money
Arizona
$214K
VBFP
1058
Valtinson Bruner Financial Planning
Minnesota
$213K
OSNBOA
1059
Old Second National Bank of Aurora
Illinois
$212K
MI
1060
Moneywise Inc
Virginia
$211K
QCMNJ
1061
Quantum Capital Management (New Jersey)
New Jersey
$210K
FAI
1062
Fiduciary Advisors Inc
Missouri
$209K
BWP
1063
Balboa Wealth Partners
Arizona
$209K
RCM
1064
RMR Capital Management
California
$208K
CMP
1065
Courage Miller Partners
Virginia
$208K
LWM
1066
Lyell Wealth Management
California
$207K
BIM
1067
Bridges Investment Management
Nebraska
$206K
VA
1068
Vident Advisory
Georgia
$205K
PPA
1069
Pacific Point Advisors
California
$205K
AG
1070
AmeriFlex Group
Nevada
$204K
FPWM
1071
FSB Premier Wealth Management
Iowa
$204K
MHFA
1072
Mission Hills Financial Advisory
California
$202K
WIA
1073
Wetzel Investment Advisors
Indiana
$201K
PWP
1074
Prasad Wealth Partners
Ohio
$200K
BFO
1075
Biltmore Family Office
North Carolina
$193K