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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
JGIA
1126
Jackson Grant Investment Advisers
Connecticut
$32.4K
AFG
1127
Albion Financial Group
Utah
$32.4K
MCA
1128
Maryland Capital Advisors
Maryland
$29.9K
WAG
1129
Wiser Advisor Group
Arizona
$29.4K
BCM
1130
Blume Capital Management
California
$28.6K
PC
1131
Promus Capital
Illinois
$28.4K
FLP
1132
Financial Life Planners
Arizona
$27.3K
RIL
1133
Rothschild Investment LLC
Illinois
$26.9K
Group One Trading
1134
Group One Trading
Illinois
$25.7K
GJIA
1135
Glass Jacobson Investment Advisors
Maryland
$24.8K
PWAM
1136
Private Wealth Asset Management
Iowa
$22.5K
SGK
1137
Steigerwald Gordon & Koch
Virginia
$20.1K
IF
1138
Integrity Financial
Wyoming
$20.1K
BHWM
1139
Beaird Harris Wealth Management
Texas
$19.3K
AIP
1140
Ameritas Investment Partners
Nebraska
$19.2K
FP
1141
Financial Perspectives
Minnesota
$18.5K
RF
1142
Robbins Farley
New Hampshire
$17.4K
GA
1143
Guerra Advisors
Florida
$17.4K
KFI
1144
Key Financial Inc
Pennsylvania
$16.3K
MCM
1145
Manchester Capital Management
Vermont
$15.4K
M
1146
MOTCO
Texas
$15.2K
CW
1147
Curio Wealth
Maryland
$14.6K
AA
1148
Addison Advisors
Vermont
$14.5K
IRAG
1149
Investment Research & Advisory Group
Georgia
$14.1K
KWM
1150
Kiker Wealth Management
Georgia
$13.3K