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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
RWM
526
RKL Wealth Management
Pennsylvania
$1.73M
SCA
527
STALEY CAPITAL ADVISERS
Pennsylvania
$1.71M
MOS
528
MGO One Seven
Ohio
$1.71M
Vanguard Group
529
Vanguard Group
Pennsylvania
$1.7M
MTIC
530
Missouri Trust & Investment Company
Missouri
$1.68M
KPWS
531
Kestra Private Wealth Services
Texas
$1.67M
BWP
532
BSW Wealth Partners
Colorado
$1.67M
WWM
533
Western Wealth Management
Colorado
$1.66M
HIP
534
HUB Investment Partners
Texas
$1.64M
JWCA
535
J.W. Cole Advisors
Florida
$1.64M
BWM
536
Blossom Wealth Management
California
$1.62M
WHCI
537
W.H. Cornerstone Investments
Massachusetts
$1.62M
LSPW
538
Lake Street Private Wealth
Illinois
$1.61M
RW
539
REDW Wealth
New Mexico
$1.6M
PTC
540
Private Trust Company
Ohio
$1.6M
ASN
541
Advisory Services Network
Georgia
$1.6M
EAM
542
Everstar Asset Management
North Carolina
$1.59M
MPM
543
Meritage Portfolio Management
Kansas
$1.58M
BWL
544
Bogart Wealth LLC
Virginia
$1.55M
B
545
Bailard
California
$1.54M
LFG
546
Larson Financial Group
Missouri
$1.52M
NLA
547
Northern Lights Advisors
Washington
$1.51M
SRCM
548
Signature Resources Capital Management
California
$1.5M
RWM
549
Riverchase Wealth Management
Texas
$1.5M
WA
550
Wealth Architects
California
$1.49M