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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
FNC
101
First National Corp
Massachusetts
$25.3M
CPIG
102
Chicago Partners Investment Group
Illinois
$25.2M
GWM
103
Global Wealth Management
New Jersey
$24.5M
DW
104
Dodds Wealth
Colorado
$24M
TWM
105
Tanglewood Wealth Management
Texas
$23.7M
SFG
106
Socha Financial Group
New York
$23.4M
Jane Street
107
Jane Street
New York
$23.1M
GLR
108
Great Lakes Retirement
Ohio
$23.1M
MWP
109
Meridian Wealth Partners
Pennsylvania
$23.1M
WC
110
Wynn Capital
Georgia
$22.8M
BIM
111
Breakwater Investment Management
Washington
$22.8M
SI
112
Stonekeep Investments
New Mexico
$22.7M
SF
113
Schaeffer Financial
Maryland
$22.6M
CHJWM
114
Carlton Hofferkamp & Jenks Wealth Management
Texas
$22.5M
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$22.3M
UCFA
116
United Capital Financial Advisors
Texas
$21.9M
AWM
117
Avior Wealth Management
Nebraska
$21.8M
Osaic Holdings
118
Osaic Holdings
Arizona
$21.7M
IAS
119
IMA Advisory Services
Colorado
$21.4M
VCP
120
Vista Capital Partners
Oregon
$21.1M
CCA
121
Cobblestone Capital Advisors
New York
$21M
TWM
122
Tradition Wealth Management
Minnesota
$20.8M
AssetMark Inc
123
AssetMark Inc
California
$20.7M
Lido Advisors
124
Lido Advisors
California
$20.4M
DCM
125
Davis Capital Management
Florida
$20.2M