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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
EFG
176
Everhart Financial Group
Ohio
$11.6M
WPW
177
Waldron Private Wealth
Pennsylvania
$11.6M
BF
178
Brooklyn FI
New York
$11.4M
FFA
179
Farther Finance Advisors
California
$11.2M
WFS
180
Walker Financial Services
Kentucky
$11M
LCM
181
Liberty Capital Management
Michigan
$11M
TCM
182
Towercrest Capital Management
Pennsylvania
$10.7M
AWMG
183
Alliance Wealth Management Group
New Jersey
$10.7M
PCIA
184
Prime Capital Investment Advisors
Kansas
$10.6M
AA
185
Apriem Advisors
California
$10.6M
Charles Schwab
186
Charles Schwab
California
$10.6M
FOA
187
Five Oceans Advisors
California
$10.5M
MGIA
188
Moneta Group Investment Advisors
Missouri
$10.5M
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$10.5M
GVAG
190
Great Valley Advisor Group
Delaware
$10.4M
SA
191
SRH Advisors
Kansas
$9.97M
FWM
192
FFT Wealth Management
Pennsylvania
$9.89M
CAM
193
Cresset Asset Management
Illinois
$9.77M
FT
194
Fiduciary Trust
Massachusetts
$9.66M
WFP
195
Wrenne Financial Planning
Kentucky
$9.66M
SF
196
Summit Financial
New Jersey
$9.41M
Northern Trust
197
Northern Trust
Illinois
$9.31M
FA
198
Fagan Associates
New York
$9.19M
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$9.19M
RIM
200
Rockbridge Investment Management
New York
$9.11M