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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
CPIG
101
Chicago Partners Investment Group
Illinois
$25.2M
GWM
102
Global Wealth Management
New Jersey
$24.5M
DW
103
Dodds Wealth
Colorado
$24M
TWM
104
Tanglewood Wealth Management
Texas
$23.7M
SFG
105
Socha Financial Group
New York
$23.4M
Jane Street
106
Jane Street
New York
$23.1M
GLR
107
Great Lakes Retirement
Ohio
$23.1M
MWP
108
Meridian Wealth Partners
Pennsylvania
$23.1M
WC
109
Wynn Capital
Georgia
$22.8M
BIM
110
Breakwater Investment Management
Washington
$22.8M
SI
111
Stonekeep Investments
New Mexico
$22.7M
SF
112
Schaeffer Financial
Maryland
$22.6M
CHJWM
113
Carlton Hofferkamp & Jenks Wealth Management
Texas
$22.5M
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$22.3M
UCFA
115
United Capital Financial Advisors
Texas
$21.9M
AWM
116
Avior Wealth Management
Nebraska
$21.8M
Osaic Holdings
117
Osaic Holdings
Arizona
$21.7M
IAS
118
IMA Advisory Services
Colorado
$21.4M
VCP
119
Vista Capital Partners
Oregon
$21.1M
CCA
120
Cobblestone Capital Advisors
New York
$21M
TWM
121
Tradition Wealth Management
Minnesota
$20.8M
AssetMark Inc
122
AssetMark Inc
California
$20.7M
Lido Advisors
123
Lido Advisors
California
$20.4M
DCM
124
Davis Capital Management
Florida
$20.2M
Corient Private Wealth
125
Corient Private Wealth
Florida
$19.9M