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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
CIA
551
Concurrent Investment Advisors
Florida
$1.44M
DADC
552
D.A. Davidson & Co
Montana
$1.44M
PLFS
553
Provident Living Financial Services
Utah
$1.44M
FFP
554
Freedom Financial Partners
Minnesota
$1.43M
WIA
555
World Investment Advisors
California
$1.43M
CA
556
CoreCap Advisors
Michigan
$1.42M
WI
557
Westbourne Investments
Virginia
$1.42M
PP
558
PDS Planning
Ohio
$1.42M
FIA
559
Foundations Investment Advisors
Arizona
$1.4M
APP
560
Avantax Planning Partners
Iowa
$1.4M
PPW
561
Pasadena Private Wealth
California
$1.39M
FWP
562
Firethorn Wealth Partners
Georgia
$1.38M
SAM
563
Smartleaf Asset Management
Massachusetts
$1.38M
SCM
564
Seascape Capital Management
New Hampshire
$1.36M
AC
565
Attessa Capital
Arizona
$1.36M
GSAM
566
Grant Street Asset Management
Pennsylvania
$1.36M
PIWA
567
Prevail Innovative Wealth Advisors
Kansas
$1.34M
AWA
568
Acorn Wealth Advisors
Michigan
$1.34M
PWS
569
Physician Wealth Solutions
Nevada
$1.33M
EF
570
Envision Financial
Wisconsin
$1.33M
KWM
571
Keebeck Wealth Management
Illinois
$1.31M
SW
572
SVB Wealth
Massachusetts
$1.31M
HC
573
Hurley Capital
New York
$1.3M
KA
574
KLCM Advisors
Wisconsin
$1.29M
EGWAG
575
Elwood & Goetz Wealth Advisory Group
Georgia
$1.27M