SCHB icon

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
BIA
1101
Bell Investment Advisors
California
$60.7K
GSWM
1102
Golden State Wealth Management
California
$59.2K
BL
1103
BFSG LLC
California
$58.5K
WSFS
1104
Wilmington Savings Fund Society
Delaware
$55.5K
LFA
1105
LGT Financial Advisors
Texas
$51.8K
FPF
1106
First Pacific Financial
Washington
$50.9K
HPC
1107
HM Payson & Co
Maine
$48.4K
AWM
1108
Aberdeen Wealth Management
Illinois
$45.7K
OFG
1109
Oxford Financial Group
Indiana
$45.6K
CFD
1110
Creative Financial Designs
Indiana
$42.9K
EB
1111
Eastern Bank
Massachusetts
$41.7K
ACA
1112
American Capital Advisory
Idaho
$41.7K
WPWM
1113
Western Pacific Wealth Management
Illinois
$40.6K
NG
1114
NWK Group
California
$39.6K
HWM
1115
Hemington Wealth Management
Virginia
$38K
Kayne Anderson Rudnick Investment Management
1116
Kayne Anderson Rudnick Investment Management
California
$37.9K
NRG
1117
Nemes Rush Group
Michigan
$37.4K
GI
1118
GAMMA Investing
California
$37.2K
CG
1119
Curat Global
New Hampshire
$37K
CIAS
1120
Capital Investment Advisory Services
North Carolina
$36.8K
VWM
1121
Vermillion Wealth Management
Minnesota
$36.2K
MAM
1122
Marquette Asset Management
Minnesota
$36K
B
1123
Birchbrook
Maine
$36K
WPA
1124
Wealth Preservation Advisors
Tennessee
$35.5K
MEG
1125
Millstone Evans Group
Colorado
$34.9K