SCHB icon

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
PWAM
1151
Private Wealth Asset Management
Iowa
$22.5K
SGK
1152
Steigerwald Gordon & Koch
Virginia
$20.1K
IF
1153
Integrity Financial
Wyoming
$20.1K
BHWM
1154
Beaird Harris Wealth Management
Texas
$19.3K
AIP
1155
Ameritas Investment Partners
Nebraska
$19.2K
FP
1156
Financial Perspectives
Minnesota
$18.5K
RF
1157
Robbins Farley
New Hampshire
$17.4K
GA
1158
Guerra Advisors
Florida
$17.4K
KFI
1159
Key Financial Inc
Pennsylvania
$16.3K
EA
1160
Evolution Advisers
Virginia
$16K
MCM
1161
Manchester Capital Management
Vermont
$15.4K
KG
1162
Kilter Group
New York
$15.3K
M
1163
MOTCO
Texas
$15.2K
APW
1164
Aventura Private Wealth
Florida
$14.7K
CW
1165
Curio Wealth
Maryland
$14.6K
AA
1166
Addison Advisors
Vermont
$14.5K
IRAG
1167
Investment Research & Advisory Group
Georgia
$14.1K
KWM
1168
Kiker Wealth Management
Georgia
$13.3K
AW
1169
Avion Wealth
Texas
$13K
RCM
1170
Raleigh Capital Management
North Carolina
$12.9K
OIA
1171
Optimum Investment Advisors
Illinois
$12.5K
BAM
1172
Bellevue Asset Management
Washington
$10.8K
GFWA
1173
Grey Fox Wealth Advisors
Delaware
$10.7K
MIM
1174
MTM Investment Management
South Carolina
$10.3K
EWM
1175
Evolution Wealth Management
Florida
$10.3K