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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
TSWM
376
Triangle Securities Wealth Management
North Carolina
$3.16M
WIC
377
Whitegate Investment Counselors
New Hampshire
$3.16M
RFA
378
RTD Financial Advisors
Pennsylvania
$3.14M
EWP
379
Elevation Wealth Partners
California
$3.09M
FD
380
Financial Designs
California
$3.07M
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$3.07M
GM
382
GeoWealth Management
Illinois
$3.06M
CTWM
383
Cherry Tree Wealth Management
Minnesota
$3.06M
SA
384
Skyline Advisors
Washington
$3.05M
DFA
385
DHJJ Financial Advisors
Illinois
$3.04M
WMWM
386
Wilkins Miller Wealth Management
Alabama
$3.04M
RSWM
387
Robertson Stephens Wealth Management
California
$3.02M
MAG
388
Mayfair Advisory Group
Alabama
$3.02M
AIS
389
American Investment Services
Massachusetts
$3.01M
LCC
390
Lincoln Capital Corp
Rhode Island
$2.95M
MWM
391
Mission Wealth Management
California
$2.95M
Janney Montgomery Scott
392
Janney Montgomery Scott
Pennsylvania
$2.95M
TWG
393
The Wealth Group
Minnesota
$2.91M
TIAA Trust, National Association
394
TIAA Trust, National Association
North Carolina
$2.91M
CPA
395
Cathy Pareto & Associates
Florida
$2.91M
PF
396
Penney Financial
Texas
$2.9M
FC
397
Financial Consulate
Maryland
$2.9M
AFP
398
Ausdal Financial Partners
Iowa
$2.88M
FWP
399
FAS Wealth Partners
Kansas
$2.88M
ZIC
400
ZWJ Investment Counsel
Georgia
$2.87M