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Schwab US Broad Market ETF

1,198 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 479 increasing their positions, 445 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: 479 | Existing positions reduced: 445

0% less funds holding

Funds holding: 1,2001,198 (-2)

4.94% less ownership

Funds ownership: 37.16%32.21% (-4.9%)

Holders
1,198
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
Kayne Anderson Rudnick Investment Management
1126
Kayne Anderson Rudnick Investment Management
California
$37.9K
NRG
1127
Nemes Rush Group
Michigan
$37.4K
GI
1128
GAMMA Investing
California
$37.2K
CG
1129
Curat Global
New Hampshire
$37K
CIAS
1130
Capital Investment Advisory Services
North Carolina
$36.8K
VWM
1131
Vermillion Wealth Management
Minnesota
$36.2K
MAM
1132
Marquette Asset Management
Minnesota
$36K
B
1133
Birchbrook
Maine
$36K
WPA
1134
Wealth Preservation Advisors
Tennessee
$35.5K
MEG
1135
Millstone Evans Group
Colorado
$34.9K
JGIA
1136
Jackson Grant Investment Advisers
Connecticut
$32.4K
AFG
1137
Albion Financial Group
Utah
$32.4K
MCA
1138
Maryland Capital Advisors
Maryland
$29.9K
WAG
1139
Wiser Advisor Group
Arizona
$29.4K
BCM
1140
Blume Capital Management
California
$28.6K
PC
1141
Promus Capital
Illinois
$28.4K
FLP
1142
Financial Life Planners
Arizona
$27.3K
RIL
1143
Rothschild Investment LLC
Illinois
$26.9K
Group One Trading
1144
Group One Trading
Illinois
$25.7K
GJIA
1145
Glass Jacobson Investment Advisors
Maryland
$24.8K
PWAM
1146
Private Wealth Asset Management
Iowa
$22.5K
SGK
1147
Steigerwald Gordon & Koch
Virginia
$20.1K
IF
1148
Integrity Financial
Wyoming
$20.1K
BHWM
1149
Beaird Harris Wealth Management
Texas
$19.3K
AIP
1150
Ameritas Investment Partners
Nebraska
$19.2K