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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
AW
1151
Avion Wealth
Texas
$13K
RCM
1152
Raleigh Capital Management
North Carolina
$12.9K
OIA
1153
Optimum Investment Advisors
Illinois
$12.5K
BAM
1154
Bellevue Asset Management
Washington
$10.8K
GFWA
1155
Grey Fox Wealth Advisors
Delaware
$10.7K
MIM
1156
MTM Investment Management
South Carolina
$10.3K
EWM
1157
Evolution Wealth Management
Florida
$10.3K
PS
1158
Pinney & Scofield
Massachusetts
$9.96K
FFL
1159
Financial Freedom LLC
Ohio
$9.93K
UFPG
1160
United Financial Planning Group
New York
$9.72K
PMIM
1161
Prudent Man Investment Management
Colorado
$8.04K
TVWM
1162
Tower View Wealth Management
Wisconsin
$8.01K
BWM
1163
Bernard Wealth Management
Michigan
$6.13K
GWP
1164
Gen-Wealth Partners
Michigan
$5.93K
DAM
1165
Delta Asset Management
Tennessee
$5.23K
TWC
1166
TD Waterhouse Canada
Ontario, Canada
$5.11K
GWSA
1167
Global Wealth Strategies & Associates
Colorado
$4.65K
BBHC
1168
Brown Brothers Harriman & Co
New York
$4.63K
HNW
1169
High Note Wealth
Minnesota
$4.01K
HFS
1170
Hopwood Financial Services
Virginia
$3.39K
RDFA
1171
Ritter Daniher Financial Advisory
Ohio
$3.32K
CFP
1172
Comprehensive Financial Planning
Pennsylvania
$3.3K
NB
1173
NBT Bank
New York
$3.25K
FGAM
1174
Financial Gravity Asset Management
Texas
$3.11K
SS
1175
Sunbelt Securities
Texas
$2.78K