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Schwab US Broad Market ETF

1,306 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 159 funds opening new positions, 484 increasing their positions, 470 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: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.3%32.84% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
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
TWG
401
The Wealth Group
Minnesota
$2.91M
TIAA Trust, National Association
402
TIAA Trust, National Association
North Carolina
$2.91M
CPA
403
Cathy Pareto & Associates
Florida
$2.91M
PF
404
Penney Financial
Texas
$2.9M
FC
405
Financial Consulate
Maryland
$2.9M
AFP
406
Ausdal Financial Partners
Iowa
$2.88M
FWP
407
FAS Wealth Partners
Kansas
$2.88M
ZIC
408
ZWJ Investment Counsel
Georgia
$2.87M
NW
409
NewEdge Wealth
Pennsylvania
$2.87M
KCA
410
Kastel Capital Advisors
Massachusetts
$2.86M
LNWTC
411
Laird Norton Wetherby Trust Company
Washington
$2.86M
AWM
412
Angeles Wealth Management
California
$2.84M
IWC
413
Integrated Wealth Concepts
Massachusetts
$2.82M
GG
414
Gleason Group
Kentucky
$2.81M
EPM
415
Elm Partners Management
Pennsylvania
$2.8M
YIA
416
YHB Investment Advisors
Connecticut
$2.77M
EFP
417
Elser Financial Planning
Indiana
$2.76M
SA
418
SJBenen ADVISORY
North Carolina
$2.76M
RWP
419
RWA Wealth Partners
Massachusetts
$2.75M
IWMA
420
Ironwood Wealth Management (Arizona)
Arizona
$2.73M
WWC
421
Waypoint Wealth Counsel
Georgia
$2.71M
BCM
422
Boltwood Capital Management
California
$2.71M
FG
423
Foster Group
Iowa
$2.7M
RTL
424
Red Tortoise LLC
Georgia
$2.68M
VAF
425
Values Added Financial
District of Columbia
$2.66M