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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
VWA
176
VSM Wealth Advisory
Maryland
$11.8M -$268K -10,839 -2%
PFM
177
Peak Financial Management
Massachusetts
$11.8M +$126K +5,074 +1%
BWL
178
Beacon Wealthcare LLC
North Carolina
$11.6M -$38K -1,537 -0.3%
EFG
179
Everhart Financial Group
Ohio
$11.6M -$305K -12,336 -3%
WPW
180
Waldron Private Wealth
Pennsylvania
$11.6M
BF
181
Brooklyn FI
New York
$11.4M -$232K -9,387 -2%
VA
182
Vestwell Advisors
New York
$11.2M
FFA
183
Farther Finance Advisors
California
$11.2M +$4.26M +172,112 +65%
WFS
184
Walker Financial Services
Kentucky
$11M +$10.6M +427,492 New
LCM
185
Liberty Capital Management
Michigan
$11M +$240K +9,704 +2%
AWMG
186
Alliance Wealth Management Group
New Jersey
$10.7M -$282K -11,374 -3%
TCM
187
Towercrest Capital Management
Pennsylvania
$10.7M -$282K -11,374 -3%
PCIA
188
Prime Capital Investment Advisors
Kansas
$10.6M -$29.3K -1,185 -0.3%
AA
189
Apriem Advisors
California
$10.6M +$5.57K +225 +0.1%
Charles Schwab
190
Charles Schwab
California
$10.6M -$972K -39,266 -9%
FOA
191
Five Oceans Advisors
California
$10.5M -$1.86K -75 -0%
MGIA
192
Moneta Group Investment Advisors
Missouri
$10.5M +$438K +17,689 +5%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$10.5M +$153K +6,195 +2%
GVAG
194
Great Valley Advisor Group
Delaware
$10.4M -$274K -11,059 -3%
SA
195
SRH Advisors
Kansas
$9.97M +$2K +81 +0%
FWM
196
FFT Wealth Management
Pennsylvania
$9.89M +$1.46M +59,094 +18%
FT
197
Fiduciary Trust
Massachusetts
$9.66M -$243K -9,815 -3%
WFP
198
Wrenne Financial Planning
Kentucky
$9.66M +$286K +11,568 +3%
SF
199
Summit Financial
New Jersey
$9.41M -$1.36M -55,125 -13%
Northern Trust
200
Northern Trust
Illinois
$9.31M +$438K +17,689 +5%