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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
KHC
1201
Koesten Hirschmann & Crabtree
Kansas
$2.16K
NMG
1202
New Millennium Group
Utah
$1.93K +$1.86K +75 New
AWM
1203
AllSquare Wealth Management
New York
$1.7K
NRWA
1204
North Ridge Wealth Advisors
Oregon
$1.54K
LWMI
1205
Legacy Wealth Management (Idaho)
Idaho
$1.11K
RPC
1206
Rossmore Private Capital
Connecticut
$1.08K +$1.04K +42 New
MAFA
1207
MJT & Associates Financial Advisory
Minnesota
$932 +$25 +1 +3%
ETC
1208
Exchange Traded Concepts
Oklahoma
$874 -$23K -929 -96%
FLFS
1209
Family Legacy Financial Solutions
North Carolina
$571
RWA
1210
Redmont Wealth Advisors
Illinois
$510
HFS
1211
Hughes Financial Services
Virginia
$446
LAMC
1212
Longview Asset Management (California)
California
$78 +$74 +3 New
IA
1213
IFS Advisors
Kansas
$44
National Bank of Canada
1214
National Bank of Canada
Quebec, Canada
-$96.5M -4,051,638 Closed
SNWA
1215
Siligmueller & Norvid Wealth Advisors
Illinois
-$20.9M -865,959 Closed
Citadel Advisors
1216
Citadel Advisors
Florida
-$4.48M -180,954 Closed
NAS
1217
NWF Advisory Services
California
-$2.02M -84,711 Closed
TA
1218
Tactive Advisors
Florida
-$1.85M -77,555 Closed
Susquehanna International Group
1219
Susquehanna International Group
Pennsylvania
-$1.52M -61,368 Closed
HIP
1220
Harrell Investment Partners
Texas
-$690K -28,936 Closed
QCM
1221
QRG Capital Management
Illinois
-$582K -24,415 Closed
SWM
1222
Sterling Wealth Management
Illinois
-$547K -22,939 Closed
B
1223
BetterWealth
California
-$469K -19,695 Closed
ACM
1224
AlphaStar Capital Management
North Carolina
-$446K -18,719 Closed
GCM
1225
Gibraltar Capital Management
Oklahoma
-$413K -17,322 Closed