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Schwab US Broad Market ETF

1,205 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, 481 increasing their positions, 450 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: 481 | Existing positions reduced: 450

0% more funds holding

Funds holding: 1,2051,205 (0)

4.94% less ownership

Funds ownership: 37.23%32.29% (-4.9%)

Holders
1,205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
139
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
PFPT
1226
Pinnacle Financial Partners (Tennessee)
Tennessee
NHT
1227
New Hampshire Trust
New Hampshire
SG
1228
StoneX Group
New York
SAM
1229
Silvercrest Asset Management
New York
CPSAC
1230
Chas P. Smith & Associates (CPS)
Florida
BRWA
1231
B. Riley Wealth Advisors
Florida
BAAM
1232
Baker Avenue Asset Management
California
VIA
1233
Victrix Investment Advisors
Florida
SAW
1234
Signal Advisors Wealth
Michigan
CWMK
1235
Caliber Wealth Management (Kansas)
Kansas
TPWA
1236
Twin Peaks Wealth Advisors
California
BIG
1237
Brooklyn Investment Group
New York
TCM
1238
Traub Capital Management
Massachusetts
TFM
1239
TFC Financial Management
Massachusetts
TRCT
1240
Tower Research Capital (TRC)
New York
CW
1241
Cooksen Wealth
Texas
OW
1242
Olistico Wealth
Oklahoma
LI
1243
LRI Investments
Florida
HI
1244
Hoey Investments
Pennsylvania
WWM
1245
Wolff Wiese Magana
California
MAWAG
1246
Mid-American Wealth Advisory Group
Missouri
T
1247
Transce3nd
Texas
IWM
1248
IMG Wealth Management
Florida
NC
1249
NewSquare Capital
Pennsylvania
AIA
1250
Aventus Investment Advisors
Florida