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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
Vanguard Group
526
Vanguard Group
Pennsylvania
$1.7M
MTIC
527
Missouri Trust & Investment Company
Missouri
$1.68M
KPWS
528
Kestra Private Wealth Services
Texas
$1.67M
BWP
529
BSW Wealth Partners
Colorado
$1.67M
WWM
530
Western Wealth Management
Colorado
$1.66M
HIP
531
HUB Investment Partners
Texas
$1.64M
JWCA
532
J.W. Cole Advisors
Florida
$1.64M
BWM
533
Blossom Wealth Management
California
$1.62M
WHCI
534
W.H. Cornerstone Investments
Massachusetts
$1.62M
LSPW
535
Lake Street Private Wealth
Illinois
$1.61M
RW
536
REDW Wealth
New Mexico
$1.6M
PTC
537
Private Trust Company
Ohio
$1.6M
ASN
538
Advisory Services Network
Georgia
$1.6M
EAM
539
Everstar Asset Management
North Carolina
$1.59M
MPM
540
Meritage Portfolio Management
Kansas
$1.58M
BWL
541
Bogart Wealth LLC
Virginia
$1.55M
B
542
Bailard
California
$1.54M
LFG
543
Larson Financial Group
Missouri
$1.52M
SRCM
544
Signature Resources Capital Management
California
$1.5M
RWM
545
Riverchase Wealth Management
Texas
$1.5M
WA
546
Wealth Architects
California
$1.49M
MFA
547
Morling Financial Advisors
California
$1.49M
RWM
548
RMG Wealth Management
Wisconsin
$1.49M
VWA
549
VERITY Wealth Advisors
United States
$1.47M
WIA
550
World Investment Advisors
California
$1.47M