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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
MFT
1076
Moisand Fitzgerald Tamayo
Florida
$193K
BF
1077
BOK Financial
Oklahoma
$189K
T
1078
Tidemark
California
$184K
FF
1079
Friedenthal Financial
New Jersey
$184K
PGAM
1080
Princeton Global Asset Management
New Jersey
$181K
PCFFS
1081
Pacific Center for Financial Services
California
$178K
TAM
1082
Tucker Asset Management
Colorado
$165K
SMA
1083
Sage Mountain Advisors
Georgia
$160K
TH
1084
TCTC Holdings
Texas
$159K
HCM
1085
Hollencrest Capital Management
California
$156K
PFSC
1086
Peoples Financial Services Corp
Pennsylvania
$154K
PCA
1087
Providence Capital Advisors
North Carolina
$151K
RCM
1088
Richardson Capital Management
Wisconsin
$147K
HHGA
1089
Halbert Hargrove Global Advisors
California
$146K
CTC
1090
Central Trust Company
Missouri
$128K
BSB
1091
Bangor Savings Bank
Maine
$128K
ME
1092
McIlrath & Eck
Washington
$115K
WT
1093
Whittier Trust
California
$108K
IRC
1094
Investors Research Corp
Georgia
$107K
QC
1095
Quent Capital
New York
$106K
AAS
1096
Ameritas Advisory Services
Nebraska
$105K
PP
1097
Pacifica Partners
Canada
$103K
MA
1098
Montag & Associates
Georgia
$99.2K
CAM
1099
Creekmur Asset Management
Illinois
$96.5K
MSWA
1100
Marshall & Sterling Wealth Advisors
New York
$82.8K