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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
NFA
1051
Northwest Financial Advisors
Virginia
$214K
SM
1052
Sensible Money
Arizona
$214K
VBFP
1053
Valtinson Bruner Financial Planning
Minnesota
$213K
OSNBOA
1054
Old Second National Bank of Aurora
Illinois
$212K
MI
1055
Moneywise Inc
Virginia
$211K
QCMNJ
1056
Quantum Capital Management (New Jersey)
New Jersey
$210K
FAI
1057
Fiduciary Advisors Inc
Missouri
$209K
BWP
1058
Balboa Wealth Partners
Arizona
$209K
RCM
1059
RMR Capital Management
California
$208K
CMP
1060
Courage Miller Partners
Virginia
$208K
LWM
1061
Lyell Wealth Management
California
$207K
BIM
1062
Bridges Investment Management
Nebraska
$206K
VA
1063
Vident Advisory
Georgia
$205K
PPA
1064
Pacific Point Advisors
California
$205K
AG
1065
AmeriFlex Group
Nevada
$204K
FPWM
1066
FSB Premier Wealth Management
Iowa
$204K
MHFA
1067
Mission Hills Financial Advisory
California
$202K
WIA
1068
Wetzel Investment Advisors
Indiana
$201K
PWP
1069
Prasad Wealth Partners
Ohio
$200K
BFO
1070
Biltmore Family Office
North Carolina
$193K
MFT
1071
Moisand Fitzgerald Tamayo
Florida
$193K
BF
1072
BOK Financial
Oklahoma
$189K
T
1073
Tidemark
California
$184K
FF
1074
Friedenthal Financial
New Jersey
$184K
PGAM
1075
Princeton Global Asset Management
New Jersey
$181K