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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
CPG
1101
Cornerstone Planning Group
New Jersey
$82.7K
SIS
1102
Strategic Investment Solutions
Illinois
$80.7K
KFA
1103
Kelleher Financial Advisors
New York
$80.1K
RF
1104
Roxbury Financial
New Jersey
$77.2K
GGI
1105
Godsey & Gibb Inc
Virginia
$74.4K
GIA
1106
GHP Investment Advisors
Colorado
$74.3K
FFA
1107
Frazier Financial Advisors
Ohio
$70.9K
GEA
1108
Glen Eagle Advisors
New Jersey
$70.6K
EWA
1109
Elevate Wealth Advisory
Georgia
$69.5K
GKIM
1110
GW&K Investment Management
Massachusetts
$69K
PAM
1111
Palisade Asset Management
Minnesota
$67.7K
HWM
1112
HighMark Wealth Management
Minnesota
$66K
HRC
1113
Hoertkorn Richard Charles
$63.8K
FNWA
1114
Financial Network Wealth Advisors
Utah
$62.7K
JFA
1115
JNBA Financial Advisors
Minnesota
$61.9K
BIA
1116
Bell Investment Advisors
California
$60.7K
GSWM
1117
Golden State Wealth Management
California
$59.2K
BL
1118
BFSG LLC
California
$58.5K
WSFS
1119
Wilmington Savings Fund Society
Delaware
$55.5K
LFA
1120
LGT Financial Advisors
Texas
$51.8K
FPF
1121
First Pacific Financial
Washington
$50.9K
HPC
1122
HM Payson & Co
Maine
$48.4K
AWM
1123
Aberdeen Wealth Management
Illinois
$45.7K
OFG
1124
Oxford Financial Group
Indiana
$45.6K
CFD
1125
Creative Financial Designs
Indiana
$42.9K