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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
CAI
476
Capital Advisors Inc
Oklahoma
$2.12M
CIBC Private Wealth Group
477
CIBC Private Wealth Group
Georgia
$2.11M
SAMC
478
Spectrum Asset Management (California)
California
$2.11M
AWM
479
Adams Wealth Management
Utah
$2.11M
CI
480
CacheTech Inc
Utah
$2.11M
AL
481
Aspiriant LLC
California
$2.09M
KCP
482
Kera Capital Partners
California
$2.04M
MA
483
Modus Advisors
Minnesota
$2.03M
RPWA
484
Regent Peak Wealth Advisors
Georgia
$2.03M
CA
485
Callahan Advisors
Texas
$2.03M
EB
486
Exchange Bank
California
$2.02M
SOS
487
Silver Oak Securities
Tennessee
$2M
GT
488
Glenmede Trust
Pennsylvania
$2M
PFA
489
Pure Financial Advisors
California
$1.99M
PIP
490
Peachtree Investment Partners
Florida
$1.99M
OCM
491
One Capital Management
California
$1.98M
IWM
492
IHT Wealth Management
Illinois
$1.97M
SWM
493
Selective Wealth Management
Virginia
$1.97M
SW
494
SteelPeak Wealth
California
$1.96M
CRC
495
Curi RMB Capital
Illinois
$1.95M
LWM
496
Luminvest Wealth Management
Arizona
$1.95M
WOSD
497
WFA of San Diego
California
$1.94M
SAM
498
Sawgrass Asset Management
Florida
$1.93M
CRA
499
Clear Retirement Advice
California
$1.89M
KWA
500
Kingswood Wealth Advisors
California
$1.89M