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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
SFWC
251
Strategic Family Wealth Counselors
New Jersey
$6.45M
SWM
252
Seaside Wealth Management
California
$6.45M
SP
253
Sherman Porfolios
Idaho
$6.41M
JF
254
Joule Financial
Kentucky
$6.33M
Chevy Chase Trust
255
Chevy Chase Trust
Maryland
$6.33M
EH
256
Equitable Holdings
New York
$6.32M
SWRP
257
Summit Wealth & Retirement Planning
California
$6.31M
AAMC
258
Asset Allocation & Management Company
Illinois
$6.3M
CAM
259
Clark Asset Management
New Hampshire
$6.27M
FCM
260
Firestone Capital Management
Florida
$6.26M
Financial Engines Advisors
261
Financial Engines Advisors
California
$6.13M
KIA
262
KCM Investment Advisors
California
$6.11M
AAG
263
Asset Advisory Group
New Jersey
$6.07M
VCM
264
Vivaldi Capital Management
Illinois
$6.03M
HTWM
265
Hartmann Taylor Wealth Management
Texas
$5.99M
SP
266
Successful Portfolios
Florida
$5.97M
SAI
267
Savvy Advisors Inc
New York
$5.96M
OFS
268
OneAscent Financial Services
Alabama
$5.95M
OCPWS
269
One Charles Private Wealth Services
Massachusetts
$5.9M
LJAC
270
L.J. Altfest & Co
New York
$5.87M
EWM
271
Empirical Wealth Management
Washington
$5.86M
MSFS
272
Main Street Financial Solutions
Pennsylvania
$5.7M
DPI
273
Diversified Portfolios Inc
Michigan
$5.63M
BNMT
274
Bawa N Mallick Trust
New York
$5.57M
SIM
275
Stratos Investment Management
Ohio
$5.46M