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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
CIA
301
Compass Ion Advisors
Pennsylvania
$4.97M
AC
302
Avant Capital
Louisiana
$4.97M
US Bancorp
303
US Bancorp
Minnesota
$4.89M
MA
304
MBA Advisors
Pennsylvania
$4.89M
MF
305
Midwestern Financial
Iowa
$4.88M
RWM
306
Ritholtz Wealth Management
New York
$4.88M
BFA
307
Blueprint Financial Advisors
North Carolina
$4.85M
KJWM
308
Kiley Juergens Wealth Management
Washington
$4.85M
GIP
309
Granite Investment Partners
California
$4.85M
AAP
310
Arax Advisory Partners
Colorado
$4.82M
CPA
311
Clear Point Advisors
New York
$4.7M
CAM
312
Cozad Asset Management
Illinois
$4.7M
LWL
313
Leo Wealth LLC
Texas
$4.7M
CFGA
314
Cambridge Financial Group (Arizona)
Arizona
$4.63M
AWM
315
Axxcess Wealth Management
California
$4.6M
AFA
316
Amicus Financial Advisors
Texas
$4.6M
PIM
317
Pullen Investment Management
Florida
$4.6M
PPF
318
Pacific Park Financial
California
$4.54M
BC
319
Brio Consultants
California
$4.48M
LIWM
320
Long Island Wealth Management
New York
$4.47M
KFC
321
Klingenstein Fields & Co
New York
$4.39M
OCG
322
Opus Capital Group
Ohio
$4.32M
HCMT
323
Highland Capital Management (Tennessee)
Tennessee
$4.3M
CFS
324
CRA Financial Services
New Jersey
$4.29M
BCI
325
Brinker Capital Investments
Pennsylvania
$4.25M