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Schwab US Broad Market ETF

1,278 hedge funds and large institutions have $12.8B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 479 increasing their positions, 467 reducing their positions, and 36 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 467

0.38% more ownership

Funds ownership: 32.22%32.6% (+0.38%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,278
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
132
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
JWA
226
JFS Wealth Advisors
Pennsylvania
$7.85M
SHJ
227
Sharkey, Howes & Javer
Colorado
$7.82M
JFG
228
JMG Financial Group
Illinois
$7.77M
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$7.72M
EFN
230
Equita Financial Network
Pennsylvania
$7.7M
RF
231
RHS Financial
California
$7.65M
RDWM
232
Red Door Wealth Management
Tennessee
$7.53M
VA
233
Valmark Advisers
Ohio
$7.48M
RM
234
RCW Management
Florida
$7.46M
MA
235
Mutual Advisors
Nebraska
$7.44M
SSWM
236
Sheets Smith Wealth Management
North Carolina
$7.27M
BlackRock
237
BlackRock
New York
$7.16M
BWM
238
BCS Wealth Management
Tennessee
$7.08M
CPA
239
Cardiff Park Advisors
California
$7.02M
BA
240
Ballast Advisors
Minnesota
$6.97M
WBCM
241
Wilson & Boucher Capital Management
California
$6.85M
MPI
242
Mairs & Power Inc
Minnesota
$6.85M
EI
243
Ellevest Inc
New York
$6.81M
GCM
244
Graver Capital Management
Ohio
$6.65M
AIA
245
Arcadia Investment Advisors
Idaho
$6.61M
PA
246
Parallel Advisors
California
$6.61M
PMG
247
ProVise Management Group
Florida
$6.51M
SFWC
248
Strategic Family Wealth Counselors
New Jersey
$6.45M
SWM
249
Seaside Wealth Management
California
$6.45M
SP
250
Sherman Porfolios
Idaho
$6.41M