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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
DAS
351
Daybright Advisory Services
Florida
$3.66M
Koshinski Asset Management
352
Koshinski Asset Management
Illinois
$3.62M
LBC
353
Lowe Brockenbrough & Co
Virginia
$3.61M
CPWM
354
Cypress Point Wealth Management
Texas
$3.61M
AIM
355
Archer Investment Management
Texas
$3.58M
CA
356
Cambridge Advisors
Nebraska
$3.57M
SMC
357
Smith, Moore & Co
Missouri
$3.57M
RW
358
RVW Wealth
California
$3.56M
CAM
359
Carret Asset Management
New York
$3.56M
PA
360
PFG Advisors
Arizona
$3.56M
SIC
361
Salem Investment Counselors
North Carolina
$3.55M
KF
362
Krilogy Financial
Missouri
$3.52M
GRP
363
Global Retirement Partners
California
$3.49M
NCM
364
Novare Capital Management
North Carolina
$3.46M
CL
365
Choreo LLC
Illinois
$3.46M
CTA
366
Chesley Taft & Associates
Illinois
$3.42M
CI
367
CX Institutional
Indiana
$3.36M
SWM
368
Selby Wealth Management
California
$3.35M
CMBA
369
C.M. Bidwell & Associates
Hawaii
$3.34M
SAG
370
SageView Advisory Group
California
$3.34M
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$3.31M
IF
372
Intrua Financial
Texas
$3.29M
ADL
373
Asset Dedication LLC
California
$3.29M
PS
374
Planned Solutions
California
$3.27M
CSI
375
Cross Staff Investments
New York
$3.24M