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Schwab US Broad Market ETF

1,295 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 152 funds opening new positions, 481 increasing their positions, 469 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: 481 | Existing positions reduced: 469

0.5% more ownership

Funds ownership: 32.29%32.8% (+0.5%)

2% less funds holding in top 10

Funds holding in top 10: 139136 (-3)

Holders
1,295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
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
William Blair & Company
276
William Blair & Company
Illinois
$5.39M
SWM
277
SeaCrest Wealth Management
New York
$5.37M
JIR
278
James Investment Research
Ohio
$5.35M
BIP
279
Blueprint Investment Partners
North Carolina
$5.29M
BAM
280
Berkshire Asset Management
Pennsylvania
$5.23M
NI
281
NYL Investors
New York
$5.23M
SWM
282
Seed Wealth Management
Illinois
$5.23M
EM
283
ELCO Management
New York
$5.22M
AV
284
Aspiring Ventures
Ohio
$5.21M
UFA
285
Unify Financial Advisors
Florida
$5.18M
IC
286
IEQ Capital
California
$5.17M
FPAS
287
Focus Partners Advisor Solutions
Missouri
$5.12M
CWM
288
Chesapeake Wealth Management
Virginia
$5.09M
WCM
289
Whitener Capital Management
North Carolina
$5.07M
DCM
290
Donaldson Capital Management
Indiana
$5.05M
CAG
291
Crestwood Advisors Group
Massachusetts
$5.05M
Tudor Investment Corp
292
Tudor Investment Corp
Connecticut
$5.05M
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$5.04M
FF
294
Farnam Financial
Arizona
$5.03M
AOWM
295
Alpha Omega Wealth Management
Virginia
$5.02M
VVP
296
Venture Visionary Partners
Ohio
$5.02M
MWM
297
Maridea Wealth Management
New York
$5.01M
IAA
298
Independent Advisor Alliance
North Carolina
$4.99M
WI
299
WBI Investments
New Jersey
$4.99M
CIA
300
Compass Ion Advisors
Pennsylvania
$4.97M