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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
CTC
1076
Central Trust Company
Missouri
$128K
BSB
1077
Bangor Savings Bank
Maine
$128K
ME
1078
McIlrath & Eck
Washington
$115K
WT
1079
Whittier Trust
California
$108K
IRC
1080
Investors Research Corp
Georgia
$107K
QC
1081
Quent Capital
New York
$106K
AAS
1082
Ameritas Advisory Services
Nebraska
$105K
PP
1083
Pacifica Partners
Canada
$103K
MA
1084
Montag & Associates
Georgia
$99.2K
CAM
1085
Creekmur Asset Management
Illinois
$96.5K
MSWA
1086
Marshall & Sterling Wealth Advisors
New York
$82.8K
CPG
1087
Cornerstone Planning Group
New Jersey
$82.7K
KFA
1088
Kelleher Financial Advisors
New York
$80.1K
RF
1089
Roxbury Financial
New Jersey
$77.2K
GGI
1090
Godsey & Gibb Inc
Virginia
$74.4K
GIA
1091
GHP Investment Advisors
Colorado
$74.3K
FFA
1092
Frazier Financial Advisors
Ohio
$70.9K
GEA
1093
Glen Eagle Advisors
New Jersey
$70.6K
EWA
1094
Elevate Wealth Advisory
Georgia
$69.5K
GKIM
1095
GW&K Investment Management
Massachusetts
$69K
PAM
1096
Palisade Asset Management
Minnesota
$67.7K
HWM
1097
HighMark Wealth Management
Minnesota
$66K
HRC
1098
Hoertkorn Richard Charles
$63.8K
FNWA
1099
Financial Network Wealth Advisors
Utah
$62.7K
JFA
1100
JNBA Financial Advisors
Minnesota
$61.9K