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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%32.22% (-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
PFM
176
Peak Financial Management
Massachusetts
$11.8M
BWL
177
Beacon Wealthcare LLC
North Carolina
$11.6M
EFG
178
Everhart Financial Group
Ohio
$11.6M
WPW
179
Waldron Private Wealth
Pennsylvania
$11.6M
BF
180
Brooklyn FI
New York
$11.4M
VA
181
Vestwell Advisors
New York
$11.2M
FFA
182
Farther Finance Advisors
California
$11.2M
WFS
183
Walker Financial Services
Kentucky
$11M
LCM
184
Liberty Capital Management
Michigan
$11M
AWMG
185
Alliance Wealth Management Group
New Jersey
$10.7M
TCM
186
Towercrest Capital Management
Pennsylvania
$10.7M
PCIA
187
Prime Capital Investment Advisors
Kansas
$10.6M
AA
188
Apriem Advisors
California
$10.6M
Charles Schwab
189
Charles Schwab
California
$10.6M
FOA
190
Five Oceans Advisors
California
$10.5M
MGIA
191
Moneta Group Investment Advisors
Missouri
$10.5M
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$10.5M
GVAG
193
Great Valley Advisor Group
Delaware
$10.4M
SA
194
SRH Advisors
Kansas
$9.97M
FWM
195
FFT Wealth Management
Pennsylvania
$9.89M
CAM
196
Cresset Asset Management
Illinois
$9.77M
FT
197
Fiduciary Trust
Massachusetts
$9.66M
WFP
198
Wrenne Financial Planning
Kentucky
$9.66M
SF
199
Summit Financial
New Jersey
$9.41M
Northern Trust
200
Northern Trust
Illinois
$9.31M