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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
MWM
451
Modera Wealth Management
New Jersey
$2.32M
TYCC
452
Texas Yale Capital Corp
Florida
$2.32M
WCM
453
Weaver Capital Management
Georgia
$2.32M
HR
454
Howe & Rusling
New York
$2.31M
BCM
455
Barden Capital Management
Texas
$2.3M
AIM
456
AMI Investment Management
Indiana
$2.29M
OA
457
Operose Advisors
Wisconsin
$2.29M
FF
458
Financial Futures
New Jersey
$2.27M
PWM
459
Perigon Wealth Management
California
$2.27M
BIA
460
Bigelow Investment Advisors
Maine
$2.27M
FMP
461
Financial Management Professionals
Texas
$2.26M
TIA
462
Traphagen Investment Advisors
New Jersey
$2.25M
HI
463
Hendershot Investments
Virginia
$2.25M
SWM
464
SpringVest Wealth Management
Texas
$2.24M
ATI
465
ARK & TLK Investments
Oklahoma
$2.24M
APG
466
Abacus Planning Group
South Carolina
$2.24M
VCAM
467
Van Cleef Asset Management
Ohio
$2.22M
Bank of New York Mellon
468
Bank of New York Mellon
New York
$2.21M
PA
469
Pinnacle Associates
New York
$2.2M
DOA
470
D'Orazio & Associates
Virginia
$2.2M
Baird Financial Group
471
Baird Financial Group
Wisconsin
$2.19M
FF
472
Farrow Financial
Vermont
$2.18M
WCM
473
Weik Capital Management
Pennsylvania
$2.15M
QCG
474
Quadrant Capital Group
Ohio
$2.15M
TCOV
475
Trust Company of Vermont
Vermont
$2.13M