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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
CI
276
Cordant Inc
Oregon
$5.43M
William Blair & Company
277
William Blair & Company
Illinois
$5.39M
SWM
278
SeaCrest Wealth Management
New York
$5.37M
JIR
279
James Investment Research
Ohio
$5.35M
BIP
280
Blueprint Investment Partners
North Carolina
$5.29M
BAM
281
Berkshire Asset Management
Pennsylvania
$5.23M
NI
282
NYL Investors
New York
$5.23M
SWM
283
Seed Wealth Management
Illinois
$5.23M
EM
284
ELCO Management
New York
$5.22M
AV
285
Aspiring Ventures
Ohio
$5.21M
UFA
286
Unify Financial Advisors
Florida
$5.18M
IC
287
IEQ Capital
California
$5.17M
FPAS
288
Focus Partners Advisor Solutions
Missouri
$5.12M
CWM
289
Chesapeake Wealth Management
Virginia
$5.09M
WCM
290
Whitener Capital Management
North Carolina
$5.07M
DCM
291
Donaldson Capital Management
Indiana
$5.05M
CAG
292
Crestwood Advisors Group
Massachusetts
$5.05M
Tudor Investment Corp
293
Tudor Investment Corp
Connecticut
$5.05M
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$5.04M
FF
295
Farnam Financial
Arizona
$5.03M
AOWM
296
Alpha Omega Wealth Management
Virginia
$5.02M
VVP
297
Venture Visionary Partners
Ohio
$5.02M
MWM
298
Maridea Wealth Management
New York
$5.01M
IAA
299
Independent Advisor Alliance
North Carolina
$4.99M
WI
300
WBI Investments
New Jersey
$4.99M