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Schwab US Broad Market ETF

1,306 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 159 funds opening new positions, 484 increasing their positions, 470 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: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.3%32.84% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
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
SAM
501
Sawgrass Asset Management
Florida
$1.93M
CRA
502
Clear Retirement Advice
California
$1.89M
KWA
503
Kingswood Wealth Advisors
California
$1.89M
SA
504
Sanctuary Advisors
Indiana
$1.88M
RWA
505
Redhawk Wealth Advisors
Minnesota
$1.86M
MML Investors Services
506
MML Investors Services
Massachusetts
$1.86M
FG
507
Fiduciary Group
Georgia
$1.85M
NHC
508
Nicholas Hoffman & Company
Georgia
$1.84M
NDSI
509
Newman Dignan & Sheerar Inc
Rhode Island
$1.84M
KNFPWM
510
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.82M
GCA
511
Gradient Capital Advisors
California
$1.82M
NFTC
512
North Forty Two & Co
Oregon
$1.81M
MMHP
513
Murphy Middleton Hinkle & Parker
Georgia
$1.8M
EFM
514
Eley Financial Management
Vermont
$1.79M
Kovitz Investment Group Partners
515
Kovitz Investment Group Partners
Illinois
$1.79M
TWM
516
Tolleson Wealth Management
Texas
$1.78M
SPIA
517
Steward Partners Investment Advisory
New York
$1.78M
CPA
518
Capital Performance Advisors
California
$1.76M
CA
519
CGN Advisors
Kansas
$1.76M
SAM
520
S.A. Mason
Michigan
$1.76M
CNFG
521
Creegan & Nassoura Financial Group
New Hampshire
$1.76M
MSG
522
Main Street Group
Virginia
$1.75M
FWA
523
FSM Wealth Advisors
Ohio
$1.75M
MMA
524
Miracle Mile Advisors
California
$1.74M
VIP
525
Value Investment Professionals
New York
$1.73M