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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
DCM
126
Davis Capital Management
Florida
$20.2M
Corient Private Wealth
127
Corient Private Wealth
Florida
$19.9M
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$19.4M
AQR Capital Management
129
AQR Capital Management
Connecticut
$19.4M
LW
130
Libra Wealth
California
$19.4M
RBC
131
Roble Belko & Company
Pennsylvania
$19.3M
CBA
132
Coastal Bridge Advisors
Connecticut
$19.2M
MFGP
133
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.2M
MAS
134
Madden Advisory Services
Florida
$18.8M
JJBC
135
James J. Burns & Company
New York
$18.4M
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$17.8M
ZF
137
Zhang Financial
Michigan
$16.7M
FFN
138
Focus Financial Network
Minnesota
$16.7M
ECM
139
Elgethun Capital Management
South Dakota
$16.4M
AFG
140
Atomi Financial Group
New York
$16.4M
CKAIS
141
Christensen King & Associates Investment Services
Washington
$15.9M
LPAM
142
Lodestar Private Asset Management
California
$15.9M
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$15.8M
BPA
144
Beacon Pointe Advisors
California
$15.7M
MFG
145
MidWestOne Financial Group
Iowa
$15.5M
AA
146
Ashford Advisors
New York
$15.3M
RWIA
147
Roger Wittlin Investment Advisory
California
$15.1M
OAJ
148
Ogorek Anthony Joseph
New York
$15M
Stifel Financial
149
Stifel Financial
Missouri
$15M
BDFN
150
Bond & Devick Financial Network
Minnesota
$14.8M