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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
NDSI
501
Newman Dignan & Sheerar Inc
Rhode Island
$1.84M
KNFPWM
502
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.82M
GCA
503
Gradient Capital Advisors
California
$1.82M
NFTC
504
North Forty Two & Co
Oregon
$1.81M
MMHP
505
Murphy Middleton Hinkle & Parker
Georgia
$1.8M
EFM
506
Eley Financial Management
Vermont
$1.79M
Kovitz Investment Group Partners
507
Kovitz Investment Group Partners
Illinois
$1.79M
TWM
508
Tolleson Wealth Management
Texas
$1.78M
SPIA
509
Steward Partners Investment Advisory
New York
$1.78M
CPA
510
Capital Performance Advisors
California
$1.76M
CA
511
CGN Advisors
Kansas
$1.76M
SAM
512
S.A. Mason
Michigan
$1.76M
CNFG
513
Creegan & Nassoura Financial Group
New Hampshire
$1.76M
MSG
514
Main Street Group
Virginia
$1.75M
FWA
515
FSM Wealth Advisors
Ohio
$1.75M
MMA
516
Miracle Mile Advisors
California
$1.74M
VIP
517
Value Investment Professionals
New York
$1.73M
RWM
518
RKL Wealth Management
Pennsylvania
$1.73M
SCA
519
STALEY CAPITAL ADVISERS
Pennsylvania
$1.71M
MOS
520
MGO One Seven
Ohio
$1.71M
Vanguard Group
521
Vanguard Group
Pennsylvania
$1.7M
MTIC
522
Missouri Trust & Investment Company
Missouri
$1.68M
KPWS
523
Kestra Private Wealth Services
Texas
$1.67M
BWP
524
BSW Wealth Partners
Colorado
$1.67M
WWM
525
Western Wealth Management
Colorado
$1.66M