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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
NW
401
NewEdge Wealth
Pennsylvania
$2.87M
KCA
402
Kastel Capital Advisors
Massachusetts
$2.86M
LNWTC
403
Laird Norton Wetherby Trust Company
Washington
$2.86M
AWM
404
Angeles Wealth Management
California
$2.84M
IWC
405
Integrated Wealth Concepts
Massachusetts
$2.82M
GG
406
Gleason Group
Kentucky
$2.81M
EPM
407
Elm Partners Management
Pennsylvania
$2.8M
YIA
408
YHB Investment Advisors
Connecticut
$2.77M
EFP
409
Elser Financial Planning
Indiana
$2.76M
SA
410
SJBenen ADVISORY
North Carolina
$2.76M
RWP
411
RWA Wealth Partners
Massachusetts
$2.75M
IWMA
412
Ironwood Wealth Management (Arizona)
Arizona
$2.73M
WWC
413
Waypoint Wealth Counsel
Georgia
$2.71M
BCM
414
Boltwood Capital Management
California
$2.71M
FG
415
Foster Group
Iowa
$2.7M
RTL
416
Red Tortoise LLC
Georgia
$2.68M
VAF
417
Values Added Financial
District of Columbia
$2.66M
OC
418
Optima Capital
Oregon
$2.65M
NFW
419
Noble Family Wealth
Florida
$2.65M
JHCP
420
Jackson Hole Capital Partners
Oklahoma
$2.61M
NRI
421
NFP Retirement Inc
California
$2.61M
SWM
422
Segment Wealth Management
Texas
$2.59M
MAV
423
Mason & Associates (Virginia)
Virginia
$2.55M
CAG
424
Csenge Advisory Group
Florida
$2.54M
BFPW
425
BOK Financial Private Wealth
Colorado
$2.53M