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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
JF
251
Joule Financial
Kentucky
$6.33M
Chevy Chase Trust
252
Chevy Chase Trust
Maryland
$6.33M
EH
253
Equitable Holdings
New York
$6.32M
SWRP
254
Summit Wealth & Retirement Planning
California
$6.31M
AAMC
255
Asset Allocation & Management Company
Illinois
$6.3M
CAM
256
Clark Asset Management
New Hampshire
$6.27M
FCM
257
Firestone Capital Management
Florida
$6.26M
Financial Engines Advisors
258
Financial Engines Advisors
California
$6.13M
KIA
259
KCM Investment Advisors
California
$6.11M
AAG
260
Asset Advisory Group
New Jersey
$6.07M
VCM
261
Vivaldi Capital Management
Illinois
$6.03M
HTWM
262
Hartmann Taylor Wealth Management
Texas
$5.99M
SP
263
Successful Portfolios
Florida
$5.97M
SAI
264
Savvy Advisors Inc
New York
$5.96M
OFS
265
OneAscent Financial Services
Alabama
$5.95M
OCPWS
266
One Charles Private Wealth Services
Massachusetts
$5.9M
LJAC
267
L.J. Altfest & Co
New York
$5.87M
EWM
268
Empirical Wealth Management
Washington
$5.86M
MSFS
269
Main Street Financial Solutions
Pennsylvania
$5.7M
DPI
270
Diversified Portfolios Inc
Michigan
$5.63M
SIM
271
Stratos Investment Management
Ohio
$5.46M
CI
272
Cordant Inc
Oregon
$5.43M
William Blair & Company
273
William Blair & Company
Illinois
$5.39M
SWM
274
SeaCrest Wealth Management
New York
$5.37M
JIR
275
James Investment Research
Ohio
$5.35M