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Schwab US Broad Market ETF

1,306 hedge funds and large institutions have $12.9B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.3%32.84% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
226
Curbstone Financial Management Corp
New Hampshire
$7.96M
PRS
227
Pinkerton Retirement Specialists
Idaho
$7.89M
CFO
228
CVA Family Office
Colorado
$7.89M
JWA
229
JFS Wealth Advisors
Pennsylvania
$7.85M
SHJ
230
Sharkey, Howes & Javer
Colorado
$7.82M
JFG
231
JMG Financial Group
Illinois
$7.77M
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$7.72M
EFN
233
Equita Financial Network
Pennsylvania
$7.7M
RF
234
RHS Financial
California
$7.65M
RDWM
235
Red Door Wealth Management
Tennessee
$7.53M
VA
236
Valmark Advisers
Ohio
$7.48M
RM
237
RCW Management
Florida
$7.46M
MA
238
Mutual Advisors
Nebraska
$7.44M
SSWM
239
Sheets Smith Wealth Management
North Carolina
$7.27M
BlackRock
240
BlackRock
New York
$7.16M
BWM
241
BCS Wealth Management
Tennessee
$7.08M
CPA
242
Cardiff Park Advisors
California
$7.02M
BA
243
Ballast Advisors
Minnesota
$6.97M
WBCM
244
Wilson & Boucher Capital Management
California
$6.85M
MPI
245
Mairs & Power Inc
Minnesota
$6.85M
EI
246
Ellevest Inc
New York
$6.81M
GCM
247
Graver Capital Management
Ohio
$6.65M
AIA
248
Arcadia Investment Advisors
Idaho
$6.61M
PA
249
Parallel Advisors
California
$6.61M
PMG
250
ProVise Management Group
Florida
$6.51M