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Schwab US Broad Market ETF

1,187 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 476 increasing their positions, 439 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: 476 | Existing positions reduced: 439

1% less funds holding

Funds holding: 1,1971,187 (-10)

5.08% less ownership

Funds ownership: 37.15%32.07% (-5.1%)

Holders
1,187
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
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$19.4M
AQR Capital Management
127
AQR Capital Management
Connecticut
$19.4M
LW
128
Libra Wealth
California
$19.4M
RBC
129
Roble Belko & Company
Pennsylvania
$19.3M
CBA
130
Coastal Bridge Advisors
Connecticut
$19.2M
MFGP
131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.2M
MAS
132
Madden Advisory Services
Florida
$18.8M
JJBC
133
James J. Burns & Company
New York
$18.4M
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$17.8M
ZF
135
Zhang Financial
Michigan
$16.7M
FFN
136
Focus Financial Network
Minnesota
$16.7M
ECM
137
Elgethun Capital Management
South Dakota
$16.4M
AFG
138
Atomi Financial Group
New York
$16.4M
CKAIS
139
Christensen King & Associates Investment Services
Washington
$15.9M
LPAM
140
Lodestar Private Asset Management
California
$15.9M
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$15.8M
BPA
142
Beacon Pointe Advisors
California
$15.7M
MFG
143
MidWestOne Financial Group
Iowa
$15.5M
AA
144
Ashford Advisors
New York
$15.3M
RWIA
145
Roger Wittlin Investment Advisory
California
$15.1M
OAJ
146
Ogorek Anthony Joseph
New York
$15M
Stifel Financial
147
Stifel Financial
Missouri
$15M
BDFN
148
Bond & Devick Financial Network
Minnesota
$14.8M
MIA
149
Milestone Investment Advisors
Wisconsin
$14.5M
VAS
150
Valicenti Advisory Services
New York
$14.3M