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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
NRI
426
NFP Retirement Inc
California
$2.61M
SWM
427
Segment Wealth Management
Texas
$2.59M
MAV
428
Mason & Associates (Virginia)
Virginia
$2.55M
CAG
429
Csenge Advisory Group
Florida
$2.54M
BFPW
430
BOK Financial Private Wealth
Colorado
$2.53M
MG
431
Mather Group
Illinois
$2.53M
GWWM
432
Great Waters Wealth Management
Minnesota
$2.51M
DCM
433
Dorato Capital Management
Colorado
$2.5M
AMG
434
Asset Management Group
Connecticut
$2.5M
PWMG
435
Prestige Wealth Management Group
New Jersey
$2.5M
EL
436
Essex LLC
Illinois
$2.48M
AA
437
Advisory Alpha
Michigan
$2.46M
IP
438
Indivisible Partners
Florida
$2.46M
AI
439
Axos Invest
Nevada
$2.45M
MCA
440
Midwest Capital Advisors
Michigan
$2.42M
Natixis Advisors
441
Natixis Advisors
Massachusetts
$2.41M
KeyBank National Association
442
KeyBank National Association
Ohio
$2.41M
HIC
443
Holderness Investments Company
North Carolina
$2.38M
AA
444
Ancora Advisors
Ohio
$2.38M
SFA
445
Souders Financial Advisors
Ohio
$2.38M
GWA
446
Geometric Wealth Advisors
District of Columbia
$2.37M
PIA
447
Panoramic Investment Advisors
Colorado
$2.37M
OCM
448
Osterweis Capital Management
California
$2.36M
PFS
449
Prospera Financial Services
Texas
$2.35M
SCM
450
SOL Capital Management
Maryland
$2.33M