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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
ACA
326
Aspire Capital Advisors
Washington
$4.23M
NGA
327
Naples Global Advisors
Florida
$4.22M
PA
328
Planning Alternatives
Michigan
$4.17M
S
329
SignatureFD
Georgia
$4.16M
AAG
330
Avalon Advisory Group
Pennsylvania
$4.14M
MHR
331
Matthew Hamilton Rosenberg
$4.08M
BAM
332
Belpointe Asset Management
Nevada
$4.06M
MPIA
333
Milestones Private Investment Advisors
New York
$4.04M
SOAG
334
Silver Oak Advisory Group
Oregon
$4.01M
CFG
335
Chapman Financial Group
Hawaii
$4.01M
MFG
336
Merit Financial Group
Georgia
$3.99M
ICM
337
Islay Capital Management
Texas
$3.96M
DWM
338
Dakota Wealth Management
Florida
$3.96M
W
339
WealthCollab
Washington
$3.96M
EWA
340
EP Wealth Advisors
California
$3.94M
TIM
341
Tortoise Investment Management
New York
$3.93M
ACA
342
Atlas Capital Advisors
Wyoming
$3.84M
ISWM
343
Independent Solutions Wealth Management
New York
$3.8M
Renaissance Technologies
344
Renaissance Technologies
New York
$3.77M
TWM
345
Thrive Wealth Management
Pennsylvania
$3.76M
LRPA
346
L. Roy Papp & Associates
Arizona
$3.73M
GPFA
347
Game Plan Financial Advisors
Ohio
$3.71M
Pathstone Holdings
348
Pathstone Holdings
New Jersey
$3.68M
SIC
349
Sigma Investment Counselors
Michigan
$3.68M
SCM
350
Spreng Capital Management
Ohio
$3.66M