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Schwab US Broad Market ETF

1,210 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, 483 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $12.6M

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

7% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$821M)

1% more funds holding in top 10

Funds holding in top 10: 137139 (+2)

7% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 451

0% more funds holding

Funds holding: 1,2091,210 (+1)

4.93% less ownership

Funds ownership: 37.24%32.31% (-4.9%)

Holders
1,210
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
15.88%
Holding in Top 10
139
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.46%
% of All Funds
1.82%
New
77
Increased
483
Reduced
451
Closed
48
Calls
$34.6M
Puts
$12.6M
Net Calls
+$22M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
151
Milestone Investment Advisors
Wisconsin
$14.5M -$144K -5,805 -1%
VAS
152
Valicenti Advisory Services
New York
$14.3M -$998K -40,311 -7%
OWM
153
Opes Wealth Management
California
$14.2M -$216K -8,742 -2%
SIG
154
Spinnaker Investment Group
California
$14M +$664K +26,831 +5%
Ameriprise
155
Ameriprise
Minnesota
$13.9M +$2.03M +82,151 +18%
MWP
156
Madison Wealth Partners
Wisconsin
$13.6M +$356K +14,389 +3%
SWM
157
SigFig Wealth Management
California
$13.5M -$1.39M -56,191 -10%
PCM
158
Passive Capital Management
Maryland
$13.5M -$384K -15,497 -3%
TA
159
TPG Advisors
Illinois
$13.4M -$117K -4,714 -0.9%
WAM
160
Weinberger Asset Management
California
$13.3M -$352K -14,208 -3%
HW
161
HORAN Wealth
Ohio
$13.3M +$863K +34,846 +7%
LIM
162
Leavell Investment Management
Alabama
$13.2M +$49.7K +2,007 +0.4%
AllianceBernstein
163
AllianceBernstein
Tennessee
$13.1M +$3.93M +158,799 +45%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$13.1M -$268K -10,824 -2%
IA
165
IFP Advisors
Florida
$12.9M -$356K -14,374 -3%
WPC
166
Wedmont Private Capital
Pennsylvania
$12.8M -$292K -11,806 -2%
SFA
167
Sequoia Financial Advisors
Ohio
$12.8M -$453K -18,305 -4%
MWM
168
Meridian Wealth Management
Kentucky
$12.5M +$62.9K +2,540 +0.5%
NA
169
NewEdge Advisors
Louisiana
$12.4M +$897K +36,248 +8%
MWA
170
Motive Wealth Advisors
Michigan
$12.3M
Empower Advisory Group
171
Empower Advisory Group
Colorado
$12.3M -$717K -28,950 -6%
TA
172
TruWealth Advisors
Louisiana
$12.1M -$11.5K -465 -0.1%
DBRC
173
D.B. Root & Company
Pennsylvania
$12M -$281K -11,342 -2%
DKCM
174
Davidson Kahn Capital Management
California
$11.8M +$879K +35,516 +8%
JIC
175
Johnson Investment Counsel
Ohio
$11.8M +$1.77M +71,577 +18%