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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
MG
426
Mather Group
Illinois
$2.53M
GWWM
427
Great Waters Wealth Management
Minnesota
$2.51M
DCM
428
Dorato Capital Management
Colorado
$2.5M
AMG
429
Asset Management Group
Connecticut
$2.5M
PWMG
430
Prestige Wealth Management Group
New Jersey
$2.5M
EL
431
Essex LLC
Illinois
$2.48M
AA
432
Advisory Alpha
Michigan
$2.46M
IP
433
Indivisible Partners
Florida
$2.46M
AI
434
Axos Invest
Nevada
$2.45M
MCA
435
Midwest Capital Advisors
Michigan
$2.42M
Natixis Advisors
436
Natixis Advisors
Massachusetts
$2.41M
KeyBank National Association
437
KeyBank National Association
Ohio
$2.41M
HIC
438
Holderness Investments Company
North Carolina
$2.38M
AA
439
Ancora Advisors
Ohio
$2.38M
SFA
440
Souders Financial Advisors
Ohio
$2.38M
GWA
441
Geometric Wealth Advisors
District of Columbia
$2.37M
PIA
442
Panoramic Investment Advisors
Colorado
$2.37M
OCM
443
Osterweis Capital Management
California
$2.36M
PFS
444
Prospera Financial Services
Texas
$2.35M
SCM
445
SOL Capital Management
Maryland
$2.33M
MWM
446
Modera Wealth Management
New Jersey
$2.32M
TYCC
447
Texas Yale Capital Corp
Florida
$2.32M
WCM
448
Weaver Capital Management
Georgia
$2.32M
HR
449
Howe & Rusling
New York
$2.31M
BCM
450
Barden Capital Management
Texas
$2.3M