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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
AL
476
Aspiriant LLC
California
$2.09M
KCP
477
Kera Capital Partners
California
$2.04M
MA
478
Modus Advisors
Minnesota
$2.03M
RPWA
479
Regent Peak Wealth Advisors
Georgia
$2.03M
CA
480
Callahan Advisors
Texas
$2.03M
EB
481
Exchange Bank
California
$2.02M
SOS
482
Silver Oak Securities
Tennessee
$2M
GT
483
Glenmede Trust
Pennsylvania
$2M
PFA
484
Pure Financial Advisors
California
$1.99M
PIP
485
Peachtree Investment Partners
Florida
$1.99M
OCM
486
One Capital Management
California
$1.98M
IWM
487
IHT Wealth Management
Illinois
$1.97M
SWM
488
Selective Wealth Management
Virginia
$1.97M
SW
489
SteelPeak Wealth
California
$1.96M
CRC
490
Curi RMB Capital
Illinois
$1.95M
LWM
491
Luminvest Wealth Management
Arizona
$1.95M
WOSD
492
WFA of San Diego
California
$1.94M
SAM
493
Sawgrass Asset Management
Florida
$1.93M
CRAL
494
Clear Retirement Advice LLC
California
$1.89M
KWA
495
Kingswood Wealth Advisors
California
$1.89M
SA
496
Sanctuary Advisors
Indiana
$1.88M
RWA
497
Redhawk Wealth Advisors
Minnesota
$1.86M
MML Investors Services
498
MML Investors Services
Massachusetts
$1.86M
FG
499
Fiduciary Group
Georgia
$1.85M
NHC
500
Nicholas Hoffman & Company
Georgia
$1.84M