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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
PP
1101
Pacifica Partners
Canada
$103K
MA
1102
Montag & Associates
Georgia
$99.2K +$272 +11 +0.3%
CAM
1103
Creekmur Asset Management
Illinois
$96.5K -$916 -37 -1%
MSWA
1104
Marshall & Sterling Wealth Advisors
New York
$82.8K -$916 -37 -1%
CPG
1105
Cornerstone Planning Group
New Jersey
$82.7K -$356K -14,402 -82%
SWP
1106
SIMA Wealth Partners
Virginia
$80.9K +$16.5K +666 +27%
SIS
1107
Strategic Investment Solutions
Illinois
$80.7K +$13K +524 +20%
KFA
1108
Kelleher Financial Advisors
New York
$80.1K +$77.1K +3,114 New
RF
1109
Roxbury Financial
New Jersey
$77.2K +$149 +6 +0.2%
GGI
1110
Godsey & Gibb Inc
Virginia
$74.4K
GIA
1111
GHP Investment Advisors
Colorado
$74.3K -$14.2K -574 -17%
FFA
1112
Frazier Financial Advisors
Ohio
$70.9K
GEA
1113
Glen Eagle Advisors
New Jersey
$70.6K +$17.3K +700 +34%
EWA
1114
Elevate Wealth Advisory
Georgia
$69.5K
GKIM
1115
GW&K Investment Management
Massachusetts
$69K +$66.4K +2,681 New
PAM
1116
Palisade Asset Management
Minnesota
$67.7K +$65.2K +2,634 New
HWM
1117
HighMark Wealth Management
Minnesota
$66K +$173 +7 +0.3%
HRC
1118
Hoertkorn Richard Charles
$63.8K
FNWA
1119
Financial Network Wealth Advisors
Utah
$62.7K +$173 +7 +0.3%
JFA
1120
JNBA Financial Advisors
Minnesota
$61.9K
BIA
1121
Bell Investment Advisors
California
$60.7K +$5.15K +208 +10%
GSWM
1122
Golden State Wealth Management
California
$59.2K +$322 +13 +0.6%
BL
1123
BFSG LLC
California
$58.5K -$34.4K -1,391 -38%
WSFS
1124
Wilmington Savings Fund Society
Delaware
$55.5K -$188K -7,591 -78%
LFA
1125
LGT Financial Advisors
Texas
$51.8K +$49.9K +2,016 New