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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
WAS
1176
Winch Advisory Services
Wisconsin
$2.17K
KHC
1177
Koesten Hirschmann & Crabtree
Kansas
$2.16K
NMG
1178
New Millennium Group
Utah
$1.93K
NRWA
1179
North Ridge Wealth Advisors
Oregon
$1.54K
LWMI
1180
Legacy Wealth Management (Idaho)
Idaho
$1.11K
RPC
1181
Rossmore Private Capital
Connecticut
$1.08K
MAFA
1182
MJT & Associates Financial Advisory
Minnesota
$932
ETC
1183
Exchange Traded Concepts
Oklahoma
$874
FLFS
1184
Family Legacy Financial Solutions
North Carolina
$571
RWA
1185
Redmont Wealth Advisors
Illinois
$510
HFS
1186
Hughes Financial Services
Virginia
$446
TCM
1187
Triumph Capital Management
Colorado
$180
LAMC
1188
Longview Asset Management (California)
California
$78
IA
1189
IFS Advisors
Kansas
$44
National Bank of Canada
1190
National Bank of Canada
Quebec, Canada
SNWA
1191
Siligmueller & Norvid Wealth Advisors
Illinois
Citadel Advisors
1192
Citadel Advisors
Florida
NAS
1193
NWF Advisory Services
California
TA
1194
Tactive Advisors
Florida
Susquehanna International Group
1195
Susquehanna International Group
Pennsylvania
HIP
1196
Harrell Investment Partners
Texas
QCM
1197
QRG Capital Management
Illinois
SWM
1198
Sterling Wealth Management
Illinois
B
1199
BetterWealth
California
ACM
1200
AlphaStar Capital Management
North Carolina