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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
GIA
1101
GHP Investment Advisors
Colorado
$74.3K
FFA
1102
Frazier Financial Advisors
Ohio
$70.9K
GEA
1103
Glen Eagle Advisors
New Jersey
$70.6K
EWA
1104
Elevate Wealth Advisory
Georgia
$69.5K
GKIM
1105
GW&K Investment Management
Massachusetts
$69K
PAM
1106
Palisade Asset Management
Minnesota
$67.7K
HWM
1107
HighMark Wealth Management
Minnesota
$66K
HRC
1108
Hoertkorn Richard Charles
$63.8K
FNWA
1109
Financial Network Wealth Advisors
Utah
$62.7K
JFA
1110
JNBA Financial Advisors
Minnesota
$61.9K
BIA
1111
Bell Investment Advisors
California
$60.7K
GSWM
1112
Golden State Wealth Management
California
$59.2K
BL
1113
BFSG LLC
California
$58.5K
WSFS
1114
Wilmington Savings Fund Society
Delaware
$55.5K
LFA
1115
LGT Financial Advisors
Texas
$51.8K
FPF
1116
First Pacific Financial
Washington
$50.9K
HPC
1117
HM Payson & Co
Maine
$48.4K
AWM
1118
Aberdeen Wealth Management
Illinois
$45.7K
OFG
1119
Oxford Financial Group
Indiana
$45.6K
CFD
1120
Creative Financial Designs
Indiana
$42.9K
EB
1121
Eastern Bank
Massachusetts
$41.7K
ACA
1122
American Capital Advisory
Idaho
$41.7K
WPWM
1123
Western Pacific Wealth Management
Illinois
$40.6K
NG
1124
NWK Group
California
$39.6K
HWM
1125
Hemington Wealth Management
Virginia
$38K