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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
FP
1151
Financial Perspectives
Minnesota
$18.5K
RF
1152
Robbins Farley
New Hampshire
$17.4K
GA
1153
Guerra Advisors
Florida
$17.4K
KFI
1154
Key Financial Inc
Pennsylvania
$16.3K
MCM
1155
Manchester Capital Management
Vermont
$15.4K
M
1156
MOTCO
Texas
$15.2K
APW
1157
Aventura Private Wealth
Florida
$14.7K
CW
1158
Curio Wealth
Maryland
$14.6K
AA
1159
Addison Advisors
Vermont
$14.5K
IRAG
1160
Investment Research & Advisory Group
Georgia
$14.1K
KWM
1161
Kiker Wealth Management
Georgia
$13.3K
AW
1162
Avion Wealth
Texas
$13K
RCM
1163
Raleigh Capital Management
North Carolina
$12.9K
OIA
1164
Optimum Investment Advisors
Illinois
$12.5K
BAM
1165
Bellevue Asset Management
Washington
$10.8K
GFWA
1166
Grey Fox Wealth Advisors
Delaware
$10.7K
MIM
1167
MTM Investment Management
South Carolina
$10.3K
EWM
1168
Evolution Wealth Management
Florida
$10.3K
PS
1169
Pinney & Scofield
Massachusetts
$9.96K
FFL
1170
Financial Freedom LLC
Ohio
$9.93K
UFPG
1171
United Financial Planning Group
New York
$9.72K
PPA
1172
Painted Porch Advisors
California
$9.56K
PMIM
1173
Prudent Man Investment Management
Colorado
$8.04K
TVWM
1174
Tower View Wealth Management
Wisconsin
$8.01K
BWM
1175
Bernard Wealth Management
Michigan
$6.13K