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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
EB
1126
Eastern Bank
Massachusetts
$41.7K
ACA
1127
American Capital Advisory
Idaho
$41.7K
WPWM
1128
Western Pacific Wealth Management
Illinois
$40.6K
NG
1129
NWK Group
California
$39.6K
HWM
1130
Hemington Wealth Management
Virginia
$38K
Kayne Anderson Rudnick Investment Management
1131
Kayne Anderson Rudnick Investment Management
California
$37.9K
NRG
1132
Nemes Rush Group
Michigan
$37.4K
GI
1133
GAMMA Investing
California
$37.2K
CG
1134
Curat Global
New Hampshire
$37K
CIAS
1135
Capital Investment Advisory Services
North Carolina
$36.8K
VWM
1136
Vermillion Wealth Management
Minnesota
$36.2K
MAM
1137
Marquette Asset Management
Minnesota
$36K
B
1138
Birchbrook
Maine
$36K
WPA
1139
Wealth Preservation Advisors
Tennessee
$35.5K
MEG
1140
Millstone Evans Group
Colorado
$34.9K
JGIA
1141
Jackson Grant Investment Advisers
Connecticut
$32.4K
AFG
1142
Albion Financial Group
Utah
$32.4K
MCA
1143
Maryland Capital Advisors
Maryland
$29.9K
WAG
1144
Wiser Advisor Group
Arizona
$29.4K
BCM
1145
Blume Capital Management
California
$28.6K
PC
1146
Promus Capital
Illinois
$28.4K
FLP
1147
Financial Life Planners
Arizona
$27.3K
RIL
1148
Rothschild Investment LLC
Illinois
$26.9K
Group One Trading
1149
Group One Trading
Illinois
$25.7K
GJIA
1150
Glass Jacobson Investment Advisors
Maryland
$24.8K