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Schwab US Broad Market ETF

1,202 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 480 increasing their positions, 449 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:

7% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 449

0% more funds holding

Funds holding: 1,2021,202 (0)

4.94% less ownership

Funds ownership: 37.16%32.22% (-4.9%)

Holders
1,202
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
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1226
Silvercrest Asset Management
New York
CPSAC
1227
Chas P. Smith & Associates (CPS)
Florida
BRWA
1228
B. Riley Wealth Advisors
Florida
BAAM
1229
Baker Avenue Asset Management
California
VIA
1230
Victrix Investment Advisors
Florida
SAW
1231
Signal Advisors Wealth
Michigan
CWMK
1232
Caliber Wealth Management (Kansas)
Kansas
TPWA
1233
Twin Peaks Wealth Advisors
California
BIG
1234
Brooklyn Investment Group
New York
TCM
1235
Traub Capital Management
Massachusetts
TFM
1236
TFC Financial Management
Massachusetts
TRCT
1237
Tower Research Capital (TRC)
New York
CW
1238
Cooksen Wealth
Texas
OW
1239
Olistico Wealth
Oklahoma
LI
1240
LRI Investments
Florida
HI
1241
Hoey Investments
Pennsylvania
WWM
1242
Wolff Wiese Magana
California
MAWAG
1243
Mid-American Wealth Advisory Group
Missouri
T
1244
Transce3nd
Texas
IWM
1245
IMG Wealth Management
Florida
NC
1246
NewSquare Capital
Pennsylvania
AIA
1247
Aventus Investment Advisors
Florida
WA
1248
WestEnd Advisors
North Carolina
LFA
1249
Legend Financial Advisors
Pennsylvania
SIS
1250
Sound Income Strategies
Florida