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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%32.22% (-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
PCFFS
1076
Pacific Center for Financial Services
California
$178K
TAM
1077
Tucker Asset Management
Colorado
$165K
SMA
1078
Sage Mountain Advisors
Georgia
$160K
TH
1079
TCTC Holdings
Texas
$159K
HCM
1080
Hollencrest Capital Management
California
$156K
PFSC
1081
Peoples Financial Services Corp
Pennsylvania
$154K
PCA
1082
Providence Capital Advisors
North Carolina
$151K
RCM
1083
Richardson Capital Management
Wisconsin
$147K
HHGA
1084
Halbert Hargrove Global Advisors
California
$146K
CTC
1085
Central Trust Company
Missouri
$128K
BSB
1086
Bangor Savings Bank
Maine
$128K
ME
1087
McIlrath & Eck
Washington
$115K
WT
1088
Whittier Trust
California
$108K
IRC
1089
Investors Research Corp
Georgia
$107K
QC
1090
Quent Capital
New York
$106K
AAS
1091
Ameritas Advisory Services
Nebraska
$105K
PP
1092
Pacifica Partners
Canada
$103K
MA
1093
Montag & Associates
Georgia
$99.2K
CAM
1094
Creekmur Asset Management
Illinois
$96.5K
MSWA
1095
Marshall & Sterling Wealth Advisors
New York
$82.8K
CPG
1096
Cornerstone Planning Group
New Jersey
$82.7K
SIS
1097
Strategic Investment Solutions
Illinois
$80.7K
KFA
1098
Kelleher Financial Advisors
New York
$80.1K
RF
1099
Roxbury Financial
New Jersey
$77.2K
GGI
1100
Godsey & Gibb Inc
Virginia
$74.4K