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Schwab US Broad Market ETF

1,210 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, 483 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $12.6M

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

7% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$821M)

1% more funds holding in top 10

Funds holding in top 10: 137139 (+2)

7% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 451

0% more funds holding

Funds holding: 1,2091,210 (+1)

4.93% less ownership

Funds ownership: 37.24%32.31% (-4.9%)

Holders
1,210
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
15.88%
Holding in Top 10
139
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.46%
% of All Funds
1.82%
New
77
Increased
483
Reduced
451
Closed
48
Calls
$34.6M
Puts
$12.6M
Net Calls
+$22M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
MHFA
1076
Mission Hills Financial Advisory
California
$202K +$195K +7,875 New
WIA
1077
Wetzel Investment Advisors
Indiana
$201K +$193K +7,800 New
PWP
1078
Prasad Wealth Partners
Ohio
$200K +$193K +7,798 New
BFO
1079
Biltmore Family Office
North Carolina
$193K +$19.1K +771 +11%
MFT
1080
Moisand Fitzgerald Tamayo
Florida
$193K -$24.5K -988 -12%
BF
1081
BOK Financial
Oklahoma
$189K
T
1082
Tidemark
California
$184K +$50 +2 +0%
FF
1083
Friedenthal Financial
New Jersey
$184K +$2.5K +101 +1%
PGAM
1084
Princeton Global Asset Management
New Jersey
$181K +$58.9K +2,381 +51%
PCFFS
1085
Pacific Center for Financial Services
California
$178K +$1.19K +48 +0.7%
TAM
1086
Tucker Asset Management
Colorado
$165K +$48.5K +1,958 +44%
SMA
1087
Sage Mountain Advisors
Georgia
$160K +$1.98K +80 +1%
TH
1088
TCTC Holdings
Texas
$159K
HCM
1089
Hollencrest Capital Management
California
$156K
PFSC
1090
Peoples Financial Services Corp
Pennsylvania
$154K
PCA
1091
Providence Capital Advisors
North Carolina
$151K
RCM
1092
Richardson Capital Management
Wisconsin
$147K +$5.37K +217 +4%
HHGA
1093
Halbert Hargrove Global Advisors
California
$146K
CTC
1094
Central Trust Company
Missouri
$128K
BSB
1095
Bangor Savings Bank
Maine
$128K -$1.26K -51 -1%
ME
1096
McIlrath & Eck
Washington
$115K
WT
1097
Whittier Trust
California
$108K
IRC
1098
Investors Research Corp
Georgia
$107K -$28.8K -1,162 -22%
QC
1099
Quent Capital
New York
$106K +$102K +4,125 New
AAS
1100
Ameritas Advisory Services
Nebraska
$105K -$210K -8,478 -67%