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Schwab US Broad Market ETF

1,277 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, 478 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:

2% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 467

0.37% more ownership

Funds ownership: 32.22%32.59% (+0.37%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,277
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
Bank of America
26
Bank of America
North Carolina
$84.3M
BP
27
Ballentine Partners
Massachusetts
$84.2M
SFS
28
Summit Financial Strategies
Ohio
$83.5M
HSA
29
HBK Sorce Advisory
Pennsylvania
$82.8M
WA
30
Waverly Advisors
Alabama
$79.2M
UBS AM
31
UBS AM
Illinois
$77.5M
LPL Financial
32
LPL Financial
California
$74.7M
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$74.1M
AAIM
34
Asset Advisors Investment Management
Georgia
$73.7M
SC
35
Savant Capital
Illinois
$73.4M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$72M
Brown Advisory
37
Brown Advisory
Maryland
$71.5M
NSAM
38
North Star Asset Management
Wisconsin
$70.2M
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$70M
GFA
40
Gallagher Fiduciary Advisors
Illinois
$68.9M
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$68.9M
CWM
42
Circle Wealth Management
New Jersey
$68.5M
DLCIG
43
D.L. Carlson Investment Group
New Hampshire
$68.1M
LFS
44
Legacy Financial Strategies
Kansas
$68M
BFG
45
Bouchey Financial Group
New York
$67M
M
46
MYeCFO
California
$65.1M
Jones Financial Companies
47
Jones Financial Companies
Missouri
$62.8M
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62M
WAG
49
Winthrop Advisory Group
Massachusetts
$60.2M
ACA
50
Aptus Capital Advisors
Alabama
$57.2M