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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
AIM
451
AMI Investment Management
Indiana
$2.29M
OA
452
Operose Advisors
Wisconsin
$2.29M
FF
453
Financial Futures
New Jersey
$2.27M
PWM
454
Perigon Wealth Management
California
$2.27M
BIA
455
Bigelow Investment Advisors
Maine
$2.27M
FMP
456
Financial Management Professionals
Texas
$2.26M
TIA
457
Traphagen Investment Advisors
New Jersey
$2.25M
HI
458
Hendershot Investments
Virginia
$2.25M
SWM
459
SpringVest Wealth Management
Texas
$2.24M
ATI
460
ARK & TLK Investments
Oklahoma
$2.24M
APG
461
Abacus Planning Group
South Carolina
$2.24M
VCAM
462
Van Cleef Asset Management
Ohio
$2.22M
Bank of New York Mellon
463
Bank of New York Mellon
New York
$2.21M
PA
464
Pinnacle Associates
New York
$2.2M
DOA
465
D'Orazio & Associates
Virginia
$2.2M
Baird Financial Group
466
Baird Financial Group
Wisconsin
$2.19M
FF
467
Farrow Financial
Vermont
$2.18M
WCM
468
Weik Capital Management
Pennsylvania
$2.15M
QCG
469
Quadrant Capital Group
Ohio
$2.15M
TCOV
470
Trust Company of Vermont
Vermont
$2.13M
CAI
471
Capital Advisors Inc
Oklahoma
$2.12M
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$2.11M
SAMC
473
Spectrum Asset Management (California)
California
$2.11M
AWM
474
Adams Wealth Management
Utah
$2.11M
CI
475
CacheTech Inc
Utah
$2.11M