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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
Corient Private Wealth
126
Corient Private Wealth
Florida
$19.9M
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$19.4M
AQR Capital Management
128
AQR Capital Management
Connecticut
$19.4M
LW
129
Libra Wealth
California
$19.4M
RBC
130
Roble Belko & Company
Pennsylvania
$19.3M
CBA
131
Coastal Bridge Advisors
Connecticut
$19.2M
MFGP
132
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.2M
MAS
133
Madden Advisory Services
Florida
$18.8M
JJBC
134
James J. Burns & Company
New York
$18.4M
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$17.8M
ZF
136
Zhang Financial
Michigan
$16.7M
FFN
137
Focus Financial Network
Minnesota
$16.7M
ECM
138
Elgethun Capital Management
South Dakota
$16.4M
AFG
139
Atomi Financial Group
New York
$16.4M
CKAIS
140
Christensen King & Associates Investment Services
Washington
$15.9M
LPAM
141
Lodestar Private Asset Management
California
$15.9M
BBPWM
142
Blue Bell Private Wealth Management
Pennsylvania
$15.8M
BPA
143
Beacon Pointe Advisors
California
$15.7M
MFG
144
MidWestOne Financial Group
Iowa
$15.5M
AA
145
Ashford Advisors
New York
$15.3M
RWIA
146
Roger Wittlin Investment Advisory
California
$15.1M
OAJ
147
Ogorek Anthony Joseph
New York
$15M
Stifel Financial
148
Stifel Financial
Missouri
$15M
BDFN
149
Bond & Devick Financial Network
Minnesota
$14.8M
MIA
150
Milestone Investment Advisors
Wisconsin
$14.5M