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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
GCM
1201
Gibraltar Capital Management
Oklahoma
TCM
1202
Telos Capital Management
California
AFS
1203
Access Financial Services
Minnesota
AFA
1204
AA Financial Advisors
Ohio
GS
1205
GTS Securities
New York
FAIM
1206
Financial Advocates Investment Management
Washington
PFP
1207
Pinnacle Financial Partners
Tennessee
NHT
1208
New Hampshire Trust
New Hampshire
SG
1209
StoneX Group
New York
SAM
1210
Silvercrest Asset Management
New York
CPSAC
1211
Chas P. Smith & Associates (CPS)
Florida
BRWA
1212
B. Riley Wealth Advisors
Florida
BAAM
1213
Baker Avenue Asset Management
California
VIA
1214
Victrix Investment Advisors
Florida
SAW
1215
Signal Advisors Wealth
Michigan
CWMK
1216
Caliber Wealth Management (Kansas)
Kansas
TPWA
1217
Twin Peaks Wealth Advisors
California
BIG
1218
Brooklyn Investment Group
New York
TCM
1219
Traub Capital Management
Massachusetts
TFM
1220
TFC Financial Management
Massachusetts
TRCT
1221
Tower Research Capital (TRC)
New York
CW
1222
Cooksen Wealth
Texas
OW
1223
Olistico Wealth
Oklahoma
LI
1224
LRI Investments
Florida
HI
1225
Hoey Investments
Pennsylvania