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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
VIA
1226
Victrix Investment Advisors
Florida
SAW
1227
Signal Advisors Wealth
Michigan
CWMK
1228
Caliber Wealth Management (Kansas)
Kansas
TPWA
1229
Twin Peaks Wealth Advisors
California
BIG
1230
Brooklyn Investment Group
New York
TCM
1231
Traub Capital Management
Massachusetts
TFM
1232
TFC Financial Management
Massachusetts
TRCT
1233
Tower Research Capital (TRC)
New York
CW
1234
Cooksen Wealth
Texas
OW
1235
Olistico Wealth
Oklahoma
LI
1236
LRI Investments
Florida
HI
1237
Hoey Investments
Pennsylvania
WWM
1238
Wolff Wiese Magana
California
MAWAG
1239
Mid-American Wealth Advisory Group
Missouri
T
1240
Transce3nd
Texas
IWM
1241
IMG Wealth Management
Florida
NC
1242
NewSquare Capital
Pennsylvania
AIA
1243
Aventus Investment Advisors
Florida
WA
1244
WestEnd Advisors
North Carolina
LFA
1245
Legend Financial Advisors
Pennsylvania
SIS
1246
Sound Income Strategies
Florida
CWM
1247
CarsonAllaria Wealth Management
Illinois
BA
1248
Bristlecone Advisors
Washington
EWA
1249
EQ Wealth Advisors
Texas