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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
SA
501
Sanctuary Advisors
Indiana
$1.88M
RWA
502
Redhawk Wealth Advisors
Minnesota
$1.86M
MML Investors Services
503
MML Investors Services
Massachusetts
$1.86M
FG
504
Fiduciary Group
Georgia
$1.85M
NHC
505
Nicholas Hoffman & Company
Georgia
$1.84M
NDSI
506
Newman Dignan & Sheerar Inc
Rhode Island
$1.84M
KNFPWM
507
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.82M
GCA
508
Gradient Capital Advisors
California
$1.82M
NFTC
509
North Forty Two & Co
Oregon
$1.81M
MMHP
510
Murphy Middleton Hinkle & Parker
Georgia
$1.8M
EFM
511
Eley Financial Management
Vermont
$1.79M
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
$1.79M
TWM
513
Tolleson Wealth Management
Texas
$1.78M
SPIA
514
Steward Partners Investment Advisory
New York
$1.78M
CPA
515
Capital Performance Advisors
California
$1.76M
CA
516
CGN Advisors
Kansas
$1.76M
SAM
517
S.A. Mason
Michigan
$1.76M
CNFG
518
Creegan & Nassoura Financial Group
New Hampshire
$1.76M
MSG
519
Main Street Group
Virginia
$1.75M
FWA
520
FSM Wealth Advisors
Ohio
$1.75M
MMA
521
Miracle Mile Advisors
California
$1.74M
VIP
522
Value Investment Professionals
New York
$1.73M
RWM
523
RKL Wealth Management
Pennsylvania
$1.73M
SCA
524
STALEY CAPITAL ADVISERS
Pennsylvania
$1.71M
MOS
525
MGO One Seven
Ohio
$1.71M