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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
PS
1176
Pinney & Scofield
Massachusetts
$9.96K
FFL
1177
Financial Freedom LLC
Ohio
$9.93K
UFPG
1178
United Financial Planning Group
New York
$9.72K
PPA
1179
Painted Porch Advisors
California
$9.56K
PMIM
1180
Prudent Man Investment Management
Colorado
$8.04K
TVWM
1181
Tower View Wealth Management
Wisconsin
$8.01K
BWM
1182
Bernard Wealth Management
Michigan
$6.13K
GWP
1183
Gen-Wealth Partners
Michigan
$5.93K
DAM
1184
Delta Asset Management
Tennessee
$5.23K
TWC
1185
TD Waterhouse Canada
Ontario, Canada
$5.11K
GWSA
1186
Global Wealth Strategies & Associates
Colorado
$4.65K
BBHC
1187
Brown Brothers Harriman & Co
New York
$4.63K
HNW
1188
High Note Wealth
Minnesota
$4.01K
HFS
1189
Hopwood Financial Services
Virginia
$3.39K
RDFA
1190
Ritter Daniher Financial Advisory
Ohio
$3.32K
CFP
1191
Comprehensive Financial Planning
Pennsylvania
$3.3K
NB
1192
NBT Bank
New York
$3.25K
FGAM
1193
Financial Gravity Asset Management
Texas
$3.11K
SS
1194
Sunbelt Securities
Texas
$2.78K
WAS
1195
Winch Advisory Services
Wisconsin
$2.17K
KHC
1196
Koesten Hirschmann & Crabtree
Kansas
$2.16K
NMG
1197
New Millennium Group
Utah
$1.93K
AWM
1198
AllSquare Wealth Management
New York
$1.7K
NRWA
1199
North Ridge Wealth Advisors
Oregon
$1.54K
LWMI
1200
Legacy Wealth Management (Idaho)
Idaho
$1.11K