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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
MHR
326
Matthew Hamilton Rosenberg
$4.08M
BAM
327
Belpointe Asset Management
Nevada
$4.06M
MPIA
328
Milestones Private Investment Advisors
New York
$4.04M
SOAG
329
Silver Oak Advisory Group
Oregon
$4.01M
CFG
330
Chapman Financial Group
Hawaii
$4.01M
MFG
331
Merit Financial Group
Georgia
$3.99M
ICM
332
Islay Capital Management
Texas
$3.96M
DWM
333
Dakota Wealth Management
Florida
$3.96M
W
334
WealthCollab
Washington
$3.96M
EWA
335
EP Wealth Advisors
California
$3.94M
TIM
336
Tortoise Investment Management
New York
$3.93M
ACA
337
Atlas Capital Advisors
Wyoming
$3.84M
ISWM
338
Independent Solutions Wealth Management
New York
$3.8M
Renaissance Technologies
339
Renaissance Technologies
New York
$3.77M
TWM
340
Thrive Wealth Management
Pennsylvania
$3.76M
LRPA
341
L. Roy Papp & Associates
Arizona
$3.73M
GPFA
342
Game Plan Financial Advisors
Ohio
$3.71M
Pathstone Holdings
343
Pathstone Holdings
New Jersey
$3.68M
SIC
344
Sigma Investment Counselors
Michigan
$3.68M
SCM
345
Spreng Capital Management
Ohio
$3.66M
DAS
346
Daybright Advisory Services
Florida
$3.66M
Koshinski Asset Management
347
Koshinski Asset Management
Illinois
$3.62M
LBC
348
Lowe Brockenbrough & Co
Virginia
$3.61M
CPWM
349
Cypress Point Wealth Management
Texas
$3.61M
AIM
350
Archer Investment Management
Texas
$3.58M