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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
FTUS
551
Flow Traders U.S.
New York
$1.47M
FWM
552
Fonville Wealth Management
Virginia
$1.46M
BIG
553
Brookwood Investment Group
Arizona
$1.46M
IAN
554
Integrated Advisors Network
Texas
$1.46M
GWMI
555
Guardian Wealth Management (Illinois)
Illinois
$1.45M
UWPG
556
Ullmann Wealth Partners Group
Florida
$1.45M
CIA
557
Concurrent Investment Advisors
Florida
$1.44M
DADC
558
D.A. Davidson & Co
Montana
$1.44M
PLFS
559
Provident Living Financial Services
Utah
$1.44M
FFP
560
Freedom Financial Partners
Minnesota
$1.43M
CA
561
CoreCap Advisors
Michigan
$1.42M
WI
562
Westbourne Investments
Virginia
$1.42M
PP
563
PDS Planning
Ohio
$1.42M
FIA
564
Foundations Investment Advisors
Arizona
$1.4M
APP
565
Avantax Planning Partners
Iowa
$1.4M
PPW
566
Pasadena Private Wealth
California
$1.39M
FWP
567
Firethorn Wealth Partners
Georgia
$1.38M
SAM
568
Smartleaf Asset Management
Massachusetts
$1.38M
SCM
569
Seascape Capital Management
New Hampshire
$1.36M
AC
570
Attessa Capital
Arizona
$1.36M
GSAM
571
Grant Street Asset Management
Pennsylvania
$1.36M
PIWA
572
Prevail Innovative Wealth Advisors
Kansas
$1.34M
AWA
573
Acorn Wealth Advisors
Michigan
$1.34M
PWS
574
Physician Wealth Solutions
Nevada
$1.33M
EF
575
Envision Financial
Wisconsin
$1.33M