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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
PC
1151
Promus Capital
Illinois
$28.4K
FLP
1152
Financial Life Planners
Arizona
$27.3K +$26.3K +1,061 New
RIL
1153
Rothschild Investment LLC
Illinois
$26.9K
Group One Trading
1154
Group One Trading
Illinois
$25.7K -$91.6K -3,699 -79%
GJIA
1155
Glass Jacobson Investment Advisors
Maryland
$24.8K +$396 +16 +2%
PWAM
1156
Private Wealth Asset Management
Iowa
$22.5K -$8.02K -324 -27%
SGK
1157
Steigerwald Gordon & Koch
Virginia
$20.1K +$19.4K +782 New
IF
1158
Integrity Financial
Wyoming
$20.1K +$3.79K +153 +24%
BHWM
1159
Beaird Harris Wealth Management
Texas
$19.3K
AIP
1160
Ameritas Investment Partners
Nebraska
$19.2K +$18.5K +746 New
FP
1161
Financial Perspectives
Minnesota
$18.5K +$50 +2 +0.3%
RF
1162
Robbins Farley
New Hampshire
$17.4K -$396 -16 -2%
GA
1163
Guerra Advisors
Florida
$17.4K +$16.7K +675 New
KFI
1164
Key Financial Inc
Pennsylvania
$16.3K
EA
1165
Evolution Advisers
Virginia
$16K
MCM
1166
Manchester Capital Management
Vermont
$15.4K
KG
1167
Kilter Group
New York
$15.3K -$1.26K -51 -8%
M
1168
MOTCO
Texas
$15.2K +$14.7K +592 New
APW
1169
Aventura Private Wealth
Florida
$14.7K
CW
1170
Curio Wealth
Maryland
$14.6K
AA
1171
Addison Advisors
Vermont
$14.5K -$44.6K -1,800 -76%
IRAG
1172
Investment Research & Advisory Group
Georgia
$14.1K +$13.5K +547 New
KWM
1173
Kiker Wealth Management
Georgia
$13.3K +$421 +17 +3%
AW
1174
Avion Wealth
Texas
$13K +$50 +2 +0.4%
RCM
1175
Raleigh Capital Management
North Carolina
$12.9K