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Schwab US Broad Market ETF

1,205 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, 481 increasing their positions, 450 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:

7% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 450

0% more funds holding

Funds holding: 1,2051,205 (0)

4.94% less ownership

Funds ownership: 37.23%32.29% (-4.9%)

Holders
1,205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
139
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
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
176
VSM Wealth Advisory
Maryland
$11.8M
PFM
177
Peak Financial Management
Massachusetts
$11.8M
BWL
178
Beacon Wealthcare LLC
North Carolina
$11.6M
EFG
179
Everhart Financial Group
Ohio
$11.6M
WPW
180
Waldron Private Wealth
Pennsylvania
$11.6M
BF
181
Brooklyn FI
New York
$11.4M
VA
182
Vestwell Advisors
New York
$11.2M
FFA
183
Farther Finance Advisors
California
$11.2M
WFS
184
Walker Financial Services
Kentucky
$11M
LCM
185
Liberty Capital Management
Michigan
$11M
AWMG
186
Alliance Wealth Management Group
New Jersey
$10.7M
TCM
187
Towercrest Capital Management
Pennsylvania
$10.7M
PCIA
188
Prime Capital Investment Advisors
Kansas
$10.6M
AA
189
Apriem Advisors
California
$10.6M
Charles Schwab
190
Charles Schwab
California
$10.6M
FOA
191
Five Oceans Advisors
California
$10.5M
MGIA
192
Moneta Group Investment Advisors
Missouri
$10.5M
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$10.5M
GVAG
194
Great Valley Advisor Group
Delaware
$10.4M
SA
195
SRH Advisors
Kansas
$9.97M
FWM
196
FFT Wealth Management
Pennsylvania
$9.89M
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