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Schwab US Broad Market ETF

1,210 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, 483 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $12.6M

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

7% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$821M)

1% more funds holding in top 10

Funds holding in top 10: 137139 (+2)

7% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 451

0% more funds holding

Funds holding: 1,2091,210 (+1)

4.93% less ownership

Funds ownership: 37.24%32.31% (-4.9%)

Holders
1,210
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
15.88%
Holding in Top 10
139
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.46%
% of All Funds
1.82%
New
77
Increased
483
Reduced
451
Closed
48
Calls
$34.6M
Puts
$12.6M
Net Calls
+$22M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1226
Telos Capital Management
California
-$412K -17,303 Closed
AFS
1227
Access Financial Services
Minnesota
-$353K -14,823 Closed
AFA
1228
AA Financial Advisors
Ohio
-$338K -14,169 Closed
GS
1229
GTS Securities
New York
-$327K -13,731 Closed
FAIM
1230
Financial Advocates Investment Management
Washington
-$324K -13,599 Closed
PFPT
1231
Pinnacle Financial Partners (Tennessee)
Tennessee
-$311K -13,050 Closed
NHT
1232
New Hampshire Trust
New Hampshire
-$305K -12,798 Closed
SG
1233
StoneX Group
New York
-$287K -12,061 Closed
SAM
1234
Silvercrest Asset Management
New York
-$279K -11,725 Closed
CPSAC
1235
Chas P. Smith & Associates (CPS)
Florida
-$252K -10,590 Closed
BRWA
1236
B. Riley Wealth Advisors
Florida
-$221K -9,256 Closed
BAAM
1237
Baker Avenue Asset Management
California
-$220K -9,219 Closed
VIA
1238
Victrix Investment Advisors
Florida
-$217K -9,119 Closed
SAW
1239
Signal Advisors Wealth
Michigan
-$209K -8,790 Closed
CWMK
1240
Caliber Wealth Management (Kansas)
Kansas
-$204K -8,575 Closed
TPWA
1241
Twin Peaks Wealth Advisors
California
-$77.4K -3,125 Closed
BIG
1242
Brooklyn Investment Group
New York
-$54.5K -2,290 Closed
TCM
1243
Traub Capital Management
Massachusetts
-$21.4K -900 Closed
TFM
1244
TFC Financial Management
Massachusetts
-$19.4K -816 Closed
TRCT
1245
Tower Research Capital (TRC)
New York
-$18.7K -783 Closed
CW
1246
Cooksen Wealth
Texas
-$17.4K -730 Closed
OW
1247
Olistico Wealth
Oklahoma
-$15.8K -665 Closed
LI
1248
LRI Investments
Florida
-$15.8K -661 Closed
HI
1249
Hoey Investments
Pennsylvania
-$12.6K -530 Closed
WWM
1250
Wolff Wiese Magana
California
-$11.7K -492 Closed