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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
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
CAM
206
Cresset Asset Management
Illinois
$8.88M
DI
207
Disciplined Investors
Texas
$8.61M
WKWM
208
Walter & Keenan Wealth Management
Indiana
$8.52M
MSFS
209
Main Street Financial Solutions
Pennsylvania
$8.5M
MSS
210
Mitchell Sinkler & Starr
Pennsylvania
$8.42M
BA
211
Brightwater Advisory
Florida
$8.41M
VFIC
212
Valley Forge Investment Consultants
Pennsylvania
$8.4M
OFG
213
Orcam Financial Group
California
$8.39M
JPLA
214
Joseph P. Lucia & Associates
New York
$8.37M
PF
215
Prosperitas Financial
California
$8.34M
JFG
216
JMG Financial Group
Illinois
$8.34M
EFG
217
Embree Financial Group
Illinois
$8.28M
PAG
218
Private Advisor Group
New Jersey
$8.27M
RF
219
RHS Financial
California
$8.08M
SHJ
220
Sharkey, Howes & Javer
Colorado
$8.08M
NIA
221
NBZ Investment Advisors
Tennessee
$8.05M
William Blair & Company
222
William Blair & Company
Illinois
$8.02M
PRS
223
Pinkerton Retirement Specialists
Idaho
$7.97M
CFMC
224
Curbstone Financial Management Corp
New Hampshire
$7.92M
CP
225
Creekside Partners
California
$7.83M