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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
FPF
1126
First Pacific Financial
Washington
$50.9K +$49K +1,980 New
HPC
1127
HM Payson & Co
Maine
$48.4K -$97.5K -3,941 -68%
AWM
1128
Aberdeen Wealth Management
Illinois
$45.7K +$50 +2 +0.1%
OFG
1129
Oxford Financial Group
Indiana
$45.6K
CFD
1130
Creative Financial Designs
Indiana
$42.9K +$11.6K +470 +39%
EB
1131
Eastern Bank
Massachusetts
$41.7K -$11K -443 -21%
ACA
1132
American Capital Advisory
Idaho
$41.7K
WPWM
1133
Western Pacific Wealth Management
Illinois
$40.6K +$124 +5 +0.3%
NG
1134
NWK Group
California
$39.6K
HWM
1135
Hemington Wealth Management
Virginia
$38K
Kayne Anderson Rudnick Investment Management
1136
Kayne Anderson Rudnick Investment Management
California
$37.9K
NRG
1137
Nemes Rush Group
Michigan
$37.4K +$50 +2 +0.1%
GI
1138
GAMMA Investing
California
$37.2K
CG
1139
Curat Global
New Hampshire
$37K +$99 +4 +0.3%
CIAS
1140
Capital Investment Advisory Services
North Carolina
$36.8K +$50 +2 +0.1%
VWM
1141
Vermillion Wealth Management
Minnesota
$36.2K +$74 +3 +0.2%
MAM
1142
Marquette Asset Management
Minnesota
$36K -$4.78K -193 -12%
B
1143
Birchbrook
Maine
$36K
WPA
1144
Wealth Preservation Advisors
Tennessee
$35.5K
MEG
1145
Millstone Evans Group
Colorado
$34.9K +$99 +4 +0.3%
JGIA
1146
Jackson Grant Investment Advisers
Connecticut
$32.4K +$99 +4 +0.3%
AFG
1147
Albion Financial Group
Utah
$32.4K
MCA
1148
Maryland Capital Advisors
Maryland
$29.9K
WAG
1149
Wiser Advisor Group
Arizona
$29.4K +$28.3K +1,145 New
BCM
1150
Blume Capital Management
California
$28.6K