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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
CA
351
Cambridge Advisors
Nebraska
$3.57M
SMC
352
Smith, Moore & Co
Missouri
$3.57M
RW
353
RVW Wealth
California
$3.56M
CAM
354
Carret Asset Management
New York
$3.56M
PA
355
PFG Advisors
Arizona
$3.56M
SIC
356
Salem Investment Counselors
North Carolina
$3.55M
KF
357
Krilogy Financial
Missouri
$3.52M
GRP
358
Global Retirement Partners
California
$3.49M
NCM
359
Novare Capital Management
North Carolina
$3.46M
CL
360
Choreo LLC
Illinois
$3.46M
CTA
361
Chesley Taft & Associates
Illinois
$3.42M
CI
362
CX Institutional
Indiana
$3.36M
SWM
363
Selby Wealth Management
California
$3.35M
CMBA
364
C.M. Bidwell & Associates
Hawaii
$3.34M
SAG
365
SageView Advisory Group
California
$3.34M
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$3.31M
IF
367
Intrua Financial
Texas
$3.29M
ADL
368
Asset Dedication LLC
California
$3.29M
PS
369
Planned Solutions
California
$3.27M
CSI
370
Cross Staff Investments
New York
$3.24M
S
371
Sachetta
Massachusetts
$3.2M
Bank of Montreal
372
Bank of Montreal
Ontario, Canada
$3.18M
WPA
373
West Paces Advisors
Georgia
$3.18M
RWM
374
Rialto Wealth Management
New York
$3.17M
TWM
375
Topsail Wealth Management
North Carolina
$3.17M