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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
S
376
Sachetta
Massachusetts
$3.2M
Bank of Montreal
377
Bank of Montreal
Ontario, Canada
$3.18M
WPA
378
West Paces Advisors
Georgia
$3.18M
RWM
379
Rialto Wealth Management
New York
$3.17M
TWM
380
Topsail Wealth Management
North Carolina
$3.17M
TSWM
381
Triangle Securities Wealth Management
North Carolina
$3.16M
WIC
382
Whitegate Investment Counselors
New Hampshire
$3.16M
RFA
383
RTD Financial Advisors
Pennsylvania
$3.14M
EWP
384
Elevation Wealth Partners
California
$3.09M
FD
385
Financial Designs
California
$3.07M
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$3.07M
GM
387
GeoWealth Management
Illinois
$3.06M
CTWM
388
Cherry Tree Wealth Management
Minnesota
$3.06M
SA
389
Skyline Advisors
Washington
$3.05M
DFA
390
DHJJ Financial Advisors
Illinois
$3.04M
WMWM
391
Wilkins Miller Wealth Management
Alabama
$3.04M
RSWM
392
Robertson Stephens Wealth Management
California
$3.02M
MAG
393
Mayfair Advisory Group
Alabama
$3.02M
AIS
394
American Investment Services
Massachusetts
$3.01M
LCC
395
Lincoln Capital Corp
Rhode Island
$2.95M
MWM
396
Mission Wealth Management
California
$2.95M
Janney Montgomery Scott
397
Janney Montgomery Scott
Pennsylvania
$2.95M
TWG
398
The Wealth Group
Minnesota
$2.91M
TIAA Trust, National Association
399
TIAA Trust, National Association
North Carolina
$2.91M
CPA
400
Cathy Pareto & Associates
Florida
$2.91M