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Schwab US Broad Market ETF

1,294 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 151 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

0.49% more ownership

Funds ownership: 32.29%32.78% (+0.49%)

3% less funds holding in top 10

Funds holding in top 10: 139135 (-4)

Holders
1,294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
135
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
US Bancorp
301
US Bancorp
Minnesota
$4.89M
MA
302
MBA Advisors
Pennsylvania
$4.89M
MF
303
Midwestern Financial
Iowa
$4.88M
RWM
304
Ritholtz Wealth Management
New York
$4.88M
BFA
305
Blueprint Financial Advisors
North Carolina
$4.85M
KJWM
306
Kiley Juergens Wealth Management
Washington
$4.85M
GIP
307
Granite Investment Partners
California
$4.85M
AAP
308
Arax Advisory Partners
Colorado
$4.82M
CPA
309
Clear Point Advisors
New York
$4.7M
CAM
310
Cozad Asset Management
Illinois
$4.7M
LWL
311
Leo Wealth LLC
Texas
$4.7M
CFGA
312
Cambridge Financial Group (Arizona)
Arizona
$4.63M
AWM
313
Axxcess Wealth Management
California
$4.6M
AFA
314
Amicus Financial Advisors
Texas
$4.6M
PIM
315
Pullen Investment Management
Florida
$4.6M
PPF
316
Pacific Park Financial
California
$4.54M
BC
317
Brio Consultants
California
$4.48M
LIWM
318
Long Island Wealth Management
New York
$4.47M
KFC
319
Klingenstein Fields & Co
New York
$4.39M
OCG
320
Opus Capital Group
Ohio
$4.32M
HCMT
321
Highland Capital Management (Tennessee)
Tennessee
$4.3M
CFS
322
CRA Financial Services
New Jersey
$4.29M
BCI
323
Brinker Capital Investments
Pennsylvania
$4.25M
MCCA
324
Mill Creek Capital Advisors
Pennsylvania
$4.25M
ACA
325
Aspire Capital Advisors
Washington
$4.23M