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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
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.42B -$31.3M -1,262,961 -2%
Betterment LLC
2
Betterment LLC
New York
$424M -$8M -323,285 -2%
R
3
Rebalance
California
$372M +$32.7M +1,320,879 +10%
SCM
4
SCS Capital Management
Massachusetts
$314M -$581K -23,473 -0.2%
SG
5
Strid Group
Pennsylvania
$224M +$1.43M +57,964 +0.7%
EK
6
Evensky & Katz
Florida
$218M -$7.11M -287,371 -3%
HCM
7
Hengehold Capital Management
Ohio
$217M +$165K +6,669 +0.1%
BFG
8
Bouchey Financial Group
New York
$214M +$1.05M +42,459 +0.5%
HighTower Advisors
9
HighTower Advisors
Illinois
$200M +$957K +38,658 +0.5%
HWM
10
HB Wealth Management
Georgia
$172M +$4.89M +197,532 +3%
HDIM
11
Hanson & Doremus Investment Management
Vermont
$167M +$2.67M +107,961 +2%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$163M +$2.11M +85,409 +1%
AC
13
AlphaCore Capital
California
$157M +$3.69M +149,100 +3%
HP
14
HT Partners
Connecticut
$157M +$1.02M +41,200 +0.7%
HWA
15
HHM Wealth Advisors
Tennessee
$134M -$6.52M -263,354 -5%
TCM
16
TruNorth Capital Management
Michigan
$130M +$10.1M +407,152 +9%
AI
17
Accredited Investors
Minnesota
$124M -$1.92M -77,736 -2%
AAP
18
Arax Advisory Partners
Colorado
$111M +$96M +3,877,998 +2,254%
Mariner
19
Mariner
Kansas
$110M +$1.8M +72,719 +2%
MBFW
20
Morton Brown Family Wealth
Pennsylvania
$98.4M -$120K -4,855 -0.1%
SFS
21
Summit Financial Strategies
Ohio
$91.1M -$3.83M -154,753 -4%
MF
22
Manchester Financial
California
$88.8M -$1.95M -78,608 -2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$87.1M -$232K -9,360 -0.3%
CFGSD
24
Compass Financial Group (South Dakota)
South Dakota
$87.1M +$4.75M +191,729 +6%
BP
25
Ballentine Partners
Massachusetts
$83.2M -$865K -34,926 -1%