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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
PF
401
Penney Financial
Texas
$2.9M
FC
402
Financial Consulate
Maryland
$2.9M
AFP
403
Ausdal Financial Partners
Iowa
$2.88M
FWP
404
FAS Wealth Partners
Kansas
$2.88M
ZIC
405
ZWJ Investment Counsel
Georgia
$2.87M
NW
406
NewEdge Wealth
Pennsylvania
$2.87M
KCA
407
Kastel Capital Advisors
Massachusetts
$2.86M
LNWTC
408
Laird Norton Wetherby Trust Company
Washington
$2.86M
AWM
409
Angeles Wealth Management
California
$2.84M
IWC
410
Integrated Wealth Concepts
Massachusetts
$2.82M
GG
411
Gleason Group
Kentucky
$2.81M
EPM
412
Elm Partners Management
Pennsylvania
$2.8M
YIA
413
YHB Investment Advisors
Connecticut
$2.77M
EFP
414
Elser Financial Planning
Indiana
$2.76M
SA
415
SJBenen ADVISORY
North Carolina
$2.76M
RWP
416
RWA Wealth Partners
Massachusetts
$2.75M
IWMA
417
Ironwood Wealth Management (Arizona)
Arizona
$2.73M
WWC
418
Waypoint Wealth Counsel
Georgia
$2.71M
BCM
419
Boltwood Capital Management
California
$2.71M
FG
420
Foster Group
Iowa
$2.7M
RTL
421
Red Tortoise LLC
Georgia
$2.68M
VAF
422
Values Added Financial
District of Columbia
$2.66M
OC
423
Optima Capital
Oregon
$2.65M
NFW
424
Noble Family Wealth
Florida
$2.65M
JHCP
425
Jackson Hole Capital Partners
Oklahoma
$2.61M