We are live on ! Find out more
SCHB icon

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
OIA
1176
Optimum Investment Advisors
Illinois
$12.5K
BAM
1177
Bellevue Asset Management
Washington
$10.8K
GFWA
1178
Grey Fox Wealth Advisors
Delaware
$10.7K +$10.3K +417 New
MIM
1179
MTM Investment Management
South Carolina
$10.3K
EWM
1180
Evolution Wealth Management
Florida
$10.3K +$9.93K +401 New
PS
1181
Pinney & Scofield
Massachusetts
$9.96K +$25 +1 +0.3%
FFL
1182
Financial Freedom LLC
Ohio
$9.93K +$25 +1 +0.3%
UFPG
1183
United Financial Planning Group
New York
$9.72K +$9.36K +378 New
PPA
1184
Painted Porch Advisors
California
$9.56K
PMIM
1185
Prudent Man Investment Management
Colorado
$8.04K
TVWM
1186
Tower View Wealth Management
Wisconsin
$8.01K
BWM
1187
Bernard Wealth Management
Michigan
$6.13K -$7.43K -300 -56%
GWP
1188
Gen-Wealth Partners
Michigan
$5.93K +$668 +27 +13%
DAM
1189
Delta Asset Management
Tennessee
$5.23K +$25 +1 +0.5%
TWC
1190
TD Waterhouse Canada
Ontario, Canada
$5.11K
GWSA
1191
Global Wealth Strategies & Associates
Colorado
$4.65K +$4.48K +181 New
BBHC
1192
Brown Brothers Harriman & Co
New York
$4.63K
HNW
1193
High Note Wealth
Minnesota
$4.01K
HFS
1194
Hopwood Financial Services
Virginia
$3.39K
RDFA
1195
Ritter Daniher Financial Advisory
Ohio
$3.32K
CFP
1196
Comprehensive Financial Planning
Pennsylvania
$3.3K
NB
1197
NBT Bank
New York
$3.25K -$2.48K -100 -79%
FGAM
1198
Financial Gravity Asset Management
Texas
$3.11K +$3K +121 New
SS
1199
Sunbelt Securities
Texas
$2.78K +$2.67K +108 New
WAS
1200
Winch Advisory Services
Wisconsin
$2.17K