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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
OWM
151
Opes Wealth Management
California
$14.2M
SIG
152
Spinnaker Investment Group
California
$14M
Ameriprise
153
Ameriprise
Minnesota
$13.9M
MWP
154
Madison Wealth Partners
Wisconsin
$13.6M
SWM
155
SigFig Wealth Management
California
$13.5M
PCM
156
Passive Capital Management
Maryland
$13.5M
TA
157
TPG Advisors
Illinois
$13.4M
WAM
158
Weinberger Asset Management
California
$13.3M
HW
159
HORAN Wealth
Ohio
$13.3M
LIM
160
Leavell Investment Management
Alabama
$13.2M
AllianceBernstein
161
AllianceBernstein
Tennessee
$13.1M
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$13.1M
WPC
163
Wedmont Private Capital
Pennsylvania
$12.8M
SFA
164
Sequoia Financial Advisors
Ohio
$12.8M
MWM
165
Meridian Wealth Management
Kentucky
$12.5M
NA
166
NewEdge Advisors
Louisiana
$12.4M
MWA
167
Motive Wealth Advisors
Michigan
$12.3M
Empower Advisory Group
168
Empower Advisory Group
Colorado
$12.3M
TA
169
TruWealth Advisors
Louisiana
$12.1M
DBRC
170
D.B. Root & Company
Pennsylvania
$12M
DKCM
171
Davidson Kahn Capital Management
California
$11.8M
JIC
172
Johnson Investment Counsel
Ohio
$11.8M
VWA
173
VSM Wealth Advisory
Maryland
$11.8M
PFM
174
Peak Financial Management
Massachusetts
$11.8M
BWL
175
Beacon Wealthcare LLC
North Carolina
$11.6M