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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
OC
426
Optima Capital
Oregon
$2.65M
NFW
427
Noble Family Wealth
Florida
$2.65M
JHCP
428
Jackson Hole Capital Partners
Oklahoma
$2.61M
NRI
429
NFP Retirement Inc
California
$2.61M
SWM
430
Segment Wealth Management
Texas
$2.59M
MAV
431
Mason & Associates (Virginia)
Virginia
$2.55M
CAG
432
Csenge Advisory Group
Florida
$2.54M
BFPW
433
BOK Financial Private Wealth
Colorado
$2.53M
MG
434
Mather Group
Illinois
$2.53M
GWWM
435
Great Waters Wealth Management
Minnesota
$2.51M
DCM
436
Dorato Capital Management
Colorado
$2.5M
AMG
437
Asset Management Group
Connecticut
$2.5M
PWMG
438
Prestige Wealth Management Group
New Jersey
$2.5M
EL
439
Essex LLC
Illinois
$2.48M
AA
440
Advisory Alpha
Michigan
$2.46M
IP
441
Indivisible Partners
Florida
$2.46M
AI
442
Axos Invest
Nevada
$2.45M
MCA
443
Midwest Capital Advisors
Michigan
$2.42M
Natixis Advisors
444
Natixis Advisors
Massachusetts
$2.41M
KeyBank National Association
445
KeyBank National Association
Ohio
$2.41M
HIC
446
Holderness Investments Company
North Carolina
$2.38M
AA
447
Ancora Advisors
Ohio
$2.38M
SFA
448
Souders Financial Advisors
Ohio
$2.38M
GWA
449
Geometric Wealth Advisors
District of Columbia
$2.37M
PIA
450
Panoramic Investment Advisors
Colorado
$2.37M