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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
FA
201
Fagan Associates
New York
$9.19M +$389K +15,725 +5%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$9.19M +$82.1K +3,316 +0.9%
RIM
203
Rockbridge Investment Management
New York
$9.11M -$121K -4,898 -1%
KAS
204
Kestra Advisory Services
Texas
$9.08M -$47.9M -1,936,258 -85%
BCM
205
Brookstone Capital Management
Illinois
$8.94M +$135K +5,434 +2%
CAM
206
Cresset Asset Management
Illinois
$8.88M -$54.5K -2,203 -0.6%
DI
207
Disciplined Investors
Texas
$8.61M +$72.4K +2,923 +0.9%
WKWM
208
Walter & Keenan Wealth Management
Indiana
$8.52M +$344K +13,892 +4%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$8.5M +$252K +10,176 +3%
MSS
210
Mitchell Sinkler & Starr
Pennsylvania
$8.42M
BA
211
Brightwater Advisory
Florida
$8.41M -$372K -15,015 -4%
VFIC
212
Valley Forge Investment Consultants
Pennsylvania
$8.4M -$121K -4,875 -1%
OFG
213
Orcam Financial Group
California
$8.39M -$13.1K -530 -0.2%
JPLA
214
Joseph P. Lucia & Associates
New York
$8.37M -$47.8K -1,932 -0.6%
PF
215
Prosperitas Financial
California
$8.34M -$4.77M -192,858 -37%
JFG
216
JMG Financial Group
Illinois
$8.34M -$213K -8,606 -3%
EFG
217
Embree Financial Group
Illinois
$8.28M -$582K -23,520 -7%
PAG
218
Private Advisor Group
New Jersey
$8.27M +$1.98M +79,903 +33%
RF
219
RHS Financial
California
$8.08M -$180K -7,279 -2%
SHJ
220
Sharkey, Howes & Javer
Colorado
$8.08M -$240K -9,687 -3%
NIA
221
NBZ Investment Advisors
Tennessee
$8.05M -$11.8K -476 -0.2%
William Blair & Company
222
William Blair & Company
Illinois
$8.02M +$363K +14,664 +5%
PRS
223
Pinkerton Retirement Specialists
Idaho
$7.97M +$6.74M +272,131 +721%
CFMC
224
Curbstone Financial Management Corp
New Hampshire
$7.92M -$432K -17,450 -5%
CP
225
Creekside Partners
California
$7.83M +$164K +6,613 +2%