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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
OCM
451
Osterweis Capital Management
California
$2.36M
PFS
452
Prospera Financial Services
Texas
$2.35M
SCM
453
SOL Capital Management
Maryland
$2.33M
MWM
454
Modera Wealth Management
New Jersey
$2.32M
TYCC
455
Texas Yale Capital Corp
Florida
$2.32M
WCM
456
Weaver Capital Management
Georgia
$2.32M
HR
457
Howe & Rusling
New York
$2.31M
BCM
458
Barden Capital Management
Texas
$2.3M
AIM
459
AMI Investment Management
Indiana
$2.29M
OA
460
Operose Advisors
Wisconsin
$2.29M
FF
461
Financial Futures
New Jersey
$2.27M
PWM
462
Perigon Wealth Management
California
$2.27M
BIA
463
Bigelow Investment Advisors
Maine
$2.27M
FMP
464
Financial Management Professionals
Texas
$2.26M
TIA
465
Traphagen Investment Advisors
New Jersey
$2.25M
HI
466
Hendershot Investments
Virginia
$2.25M
SWM
467
SpringVest Wealth Management
Texas
$2.24M
ATI
468
ARK & TLK Investments
Oklahoma
$2.24M
APG
469
Abacus Planning Group
South Carolina
$2.24M
VCAM
470
Van Cleef Asset Management
Ohio
$2.22M
Bank of New York Mellon
471
Bank of New York Mellon
New York
$2.21M
PA
472
Pinnacle Associates
New York
$2.2M
DOA
473
D'Orazio & Associates
Virginia
$2.2M
Baird Financial Group
474
Baird Financial Group
Wisconsin
$2.19M
FF
475
Farrow Financial
Vermont
$2.18M