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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
HIP
526
HUB Investment Partners
Texas
$1.64M
JWCA
527
J.W. Cole Advisors
Florida
$1.64M
BWM
528
Blossom Wealth Management
California
$1.62M
WHCI
529
W.H. Cornerstone Investments
Massachusetts
$1.62M
LSPW
530
Lake Street Private Wealth
Illinois
$1.61M
RW
531
REDW Wealth
New Mexico
$1.6M
PTC
532
Private Trust Company
Ohio
$1.6M
ASN
533
Advisory Services Network
Georgia
$1.6M
EAM
534
Everstar Asset Management
North Carolina
$1.59M
MPM
535
Meritage Portfolio Management
Kansas
$1.58M
BWL
536
Bogart Wealth LLC
Virginia
$1.55M
B
537
Bailard
California
$1.54M
LFG
538
Larson Financial Group
Missouri
$1.52M
SRCM
539
Signature Resources Capital Management
California
$1.5M
RWM
540
Riverchase Wealth Management
Texas
$1.5M
WA
541
Wealth Architects
California
$1.49M
MFA
542
Morling Financial Advisors
California
$1.49M
RWM
543
RMG Wealth Management
Wisconsin
$1.49M
VWA
544
VERITY Wealth Advisors
United States
$1.47M
FTUS
545
Flow Traders U.S.
New York
$1.47M
FWM
546
Fonville Wealth Management
Virginia
$1.46M
BIG
547
Brookwood Investment Group
Arizona
$1.46M
IAN
548
Integrated Advisors Network
Texas
$1.46M
GWMI
549
Guardian Wealth Management (Illinois)
Illinois
$1.45M
UWPG
550
Ullmann Wealth Partners Group
Florida
$1.45M