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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
BIP
276
Blueprint Investment Partners
North Carolina
$5.29M
BAM
277
Berkshire Asset Management
Pennsylvania
$5.23M
NI
278
NYL Investors
New York
$5.23M
SWM
279
Seed Wealth Management
Illinois
$5.23M
EM
280
ELCO Management
New York
$5.22M
AV
281
Aspiring Ventures
Ohio
$5.21M
IC
282
IEQ Capital
California
$5.17M
FPAS
283
Focus Partners Advisor Solutions
Missouri
$5.12M
CWM
284
Chesapeake Wealth Management
Virginia
$5.09M
WCM
285
Whitener Capital Management
North Carolina
$5.07M
DCM
286
Donaldson Capital Management
Indiana
$5.05M
CAG
287
Crestwood Advisors Group
Massachusetts
$5.05M
Tudor Investment Corp
288
Tudor Investment Corp
Connecticut
$5.05M
WAP
289
Wealthcare Advisory Partners
Pennsylvania
$5.04M
FF
290
Farnam Financial
Arizona
$5.03M
AOWM
291
Alpha Omega Wealth Management
Virginia
$5.02M
VVP
292
Venture Visionary Partners
Ohio
$5.02M
MWM
293
Maridea Wealth Management
New York
$5.01M
IAA
294
Independent Advisor Alliance
North Carolina
$4.99M
WI
295
WBI Investments
New Jersey
$4.99M
CIA
296
Compass Ion Advisors
Pennsylvania
$4.97M
AC
297
Avant Capital
Louisiana
$4.97M
US Bancorp
298
US Bancorp
Minnesota
$4.89M
MA
299
MBA Advisors
Pennsylvania
$4.89M
MF
300
Midwestern Financial
Iowa
$4.88M