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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
VAS
151
Valicenti Advisory Services
New York
$14.3M
OWM
152
Opes Wealth Management
California
$14.2M
SIG
153
Spinnaker Investment Group
California
$14M
Ameriprise
154
Ameriprise
Minnesota
$13.9M
MWP
155
Madison Wealth Partners
Wisconsin
$13.6M
SWM
156
SigFig Wealth Management
California
$13.5M
PCM
157
Passive Capital Management
Maryland
$13.5M
TA
158
TPG Advisors
Illinois
$13.4M
WAM
159
Weinberger Asset Management
California
$13.3M
HW
160
HORAN Wealth
Ohio
$13.3M
LIM
161
Leavell Investment Management
Alabama
$13.2M
AllianceBernstein
162
AllianceBernstein
Tennessee
$13.1M
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$13.1M
IA
164
IFP Advisors
Florida
$12.9M
WPC
165
Wedmont Private Capital
Pennsylvania
$12.8M
SFA
166
Sequoia Financial Advisors
Ohio
$12.8M
MWM
167
Meridian Wealth Management
Kentucky
$12.5M
NA
168
NewEdge Advisors
Louisiana
$12.4M
MWA
169
Motive Wealth Advisors
Michigan
$12.3M
Empower Advisory Group
170
Empower Advisory Group
Colorado
$12.3M
TA
171
TruWealth Advisors
Louisiana
$12.1M
DBRC
172
D.B. Root & Company
Pennsylvania
$12M
DKCM
173
Davidson Kahn Capital Management
California
$11.8M
JIC
174
Johnson Investment Counsel
Ohio
$11.8M
VWA
175
VSM Wealth Advisory
Maryland
$11.8M