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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
FA
201
Fagan Associates
New York
$9.19M
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$9.19M
RIM
203
Rockbridge Investment Management
New York
$9.11M
KAS
204
Kestra Advisory Services
Texas
$9.08M
BCM
205
Brookstone Capital Management
Illinois
$8.94M
DI
206
Disciplined Investors
Texas
$8.61M
WKWM
207
Walter & Keenan Wealth Management
Indiana
$8.52M
MSFS
208
Main Street Financial Solutions
Pennsylvania
$8.5M
MSS
209
Mitchell Sinkler & Starr
Pennsylvania
$8.42M
BA
210
Brightwater Advisory
Florida
$8.41M
VFIC
211
Valley Forge Investment Consultants
Pennsylvania
$8.4M
OFG
212
Orcam Financial Group
California
$8.39M
JPLA
213
Joseph P. Lucia & Associates
New York
$8.37M
PF
214
Prosperitas Financial
California
$8.34M
JFG
215
JMG Financial Group
Illinois
$8.34M
EFG
216
Embree Financial Group
Illinois
$8.28M
PAG
217
Private Advisor Group
New Jersey
$8.27M
RF
218
RHS Financial
California
$8.08M
SHJ
219
Sharkey, Howes & Javer
Colorado
$8.08M
NIA
220
NBZ Investment Advisors
Tennessee
$8.05M
William Blair & Company
221
William Blair & Company
Illinois
$8.02M
PRS
222
Pinkerton Retirement Specialists
Idaho
$7.97M
CFMC
223
Curbstone Financial Management Corp
New Hampshire
$7.92M
CP
224
Creekside Partners
California
$7.83M
CFO
225
CVA Family Office
Colorado
$7.81M