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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
IA
1201
IFS Advisors
Kansas
$44
National Bank of Canada
1202
National Bank of Canada
Quebec, Canada
SNWA
1203
Siligmueller & Norvid Wealth Advisors
Illinois
Citadel Advisors
1204
Citadel Advisors
Florida
NAS
1205
NWF Advisory Services
California
TA
1206
Tactive Advisors
Florida
Susquehanna International Group
1207
Susquehanna International Group
Pennsylvania
HIP
1208
Harrell Investment Partners
Texas
QCM
1209
QRG Capital Management
Illinois
SWM
1210
Sterling Wealth Management
Illinois
B
1211
BetterWealth
California
ACM
1212
AlphaStar Capital Management
North Carolina
GCM
1213
Gibraltar Capital Management
Oklahoma
TCM
1214
Telos Capital Management
California
AFS
1215
Access Financial Services
Minnesota
AFA
1216
AA Financial Advisors
Ohio
GS
1217
GTS Securities
New York
FAIM
1218
Financial Advocates Investment Management
Washington
PFP
1219
Pinnacle Financial Partners
Tennessee
NHT
1220
New Hampshire Trust
New Hampshire
SG
1221
StoneX Group
New York
SAM
1222
Silvercrest Asset Management
New York
CPSAC
1223
Chas P. Smith & Associates (CPS)
Florida
BRWA
1224
B. Riley Wealth Advisors
Florida
BAAM
1225
Baker Avenue Asset Management
California