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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
GWP
1176
Gen-Wealth Partners
Michigan
$5.93K
DAM
1177
Delta Asset Management
Tennessee
$5.23K
TWC
1178
TD Waterhouse Canada
Ontario, Canada
$5.11K
GWSA
1179
Global Wealth Strategies & Associates
Colorado
$4.65K
BBHC
1180
Brown Brothers Harriman & Co
New York
$4.63K
HNW
1181
High Note Wealth
Minnesota
$4.01K
HFS
1182
Hopwood Financial Services
Virginia
$3.39K
RDFA
1183
Ritter Daniher Financial Advisory
Ohio
$3.32K
CFP
1184
Comprehensive Financial Planning
Pennsylvania
$3.3K
NB
1185
NBT Bank
New York
$3.25K
FGAM
1186
Financial Gravity Asset Management
Texas
$3.11K
SS
1187
Sunbelt Securities
Texas
$2.78K
WAS
1188
Winch Advisory Services
Wisconsin
$2.17K
KHC
1189
Koesten Hirschmann & Crabtree
Kansas
$2.16K
NMG
1190
New Millennium Group
Utah
$1.93K
AWM
1191
AllSquare Wealth Management
New York
$1.7K
NRWA
1192
North Ridge Wealth Advisors
Oregon
$1.54K
LWMI
1193
Legacy Wealth Management (Idaho)
Idaho
$1.11K
RPC
1194
Rossmore Private Capital
Connecticut
$1.08K
MAFA
1195
MJT & Associates Financial Advisory
Minnesota
$932
ETC
1196
Exchange Traded Concepts
Oklahoma
$874
FLFS
1197
Family Legacy Financial Solutions
North Carolina
$571
RWA
1198
Redmont Wealth Advisors
Illinois
$510
HFS
1199
Hughes Financial Services
Virginia
$446
LAMC
1200
Longview Asset Management (California)
California
$78