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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
MFA
551
Morling Financial Advisors
California
$1.49M
RWM
552
RMG Wealth Management
Wisconsin
$1.49M
VWA
553
VERITY Wealth Advisors
United States
$1.47M
WIA
554
World Investment Advisors
California
$1.47M
FTUS
555
Flow Traders U.S.
New York
$1.47M
FWM
556
Fonville Wealth Management
Virginia
$1.46M
BIG
557
Brookwood Investment Group
Arizona
$1.46M
IAN
558
Integrated Advisors Network
Texas
$1.46M
GWMI
559
Guardian Wealth Management (Illinois)
Illinois
$1.45M
UWPG
560
Ullmann Wealth Partners Group
Florida
$1.45M
CIA
561
Concurrent Investment Advisors
Florida
$1.44M
DADC
562
D.A. Davidson & Co
Montana
$1.44M
PLFS
563
Provident Living Financial Services
Utah
$1.44M
FFP
564
Freedom Financial Partners
Minnesota
$1.43M
CA
565
CoreCap Advisors
Michigan
$1.42M
WI
566
Westbourne Investments
Virginia
$1.42M
PP
567
PDS Planning
Ohio
$1.42M
FIA
568
Foundations Investment Advisors
Arizona
$1.4M
APP
569
Avantax Planning Partners
Iowa
$1.4M
PPW
570
Pasadena Private Wealth
California
$1.39M
FWP
571
Firethorn Wealth Partners
Georgia
$1.38M
SAM
572
Smartleaf Asset Management
Massachusetts
$1.38M
SCM
573
Seascape Capital Management
New Hampshire
$1.36M
AC
574
Attessa Capital
Arizona
$1.36M
GSAM
575
Grant Street Asset Management
Pennsylvania
$1.36M