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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
KWM
576
Keebeck Wealth Management
Illinois
$1.31M
SW
577
SVB Wealth
Massachusetts
$1.31M
HC
578
Hurley Capital
New York
$1.3M
KA
579
KLCM Advisors
Wisconsin
$1.29M
CP
580
Cornerstone Planning
North Carolina
$1.28M
EGWAG
581
Elwood & Goetz Wealth Advisory Group
Georgia
$1.27M
GA
582
Greenspring Advisors
Maryland
$1.26M
EWA
583
EverSource Wealth Advisors
Alabama
$1.25M
FCMA
584
Foresight Capital Management Advisors
Michigan
$1.25M
WMWM
585
Whitaker-Myers Wealth Managers
Ohio
$1.24M
PIM
586
Penobscot Investment Management
Massachusetts
$1.23M
MFG
587
Midwest Financial Group
Kansas
$1.23M
LWM
588
Lionshead Wealth Management
New York
$1.22M
WWM
589
Westwood Wealth Management
California
$1.22M
TF
590
Tompkins Financial
New York
$1.2M
OC
591
Oarsman Capital
Wisconsin
$1.2M
FNBT
592
FineMark National Bank & Trust
Florida
$1.19M
SHWM
593
Smith & Howard Wealth Management
Georgia
$1.19M
TIP
594
Tandem Investment Partners
New Jersey
$1.19M
PAS
595
Park Avenue Securities
New York
$1.19M
LKBC
596
L.K. Benson & Company
Maryland
$1.19M
PFA
597
Pinnacle Family Advisors
Missouri
$1.18M
MA
598
MCF Advisors
Kentucky
$1.18M
MAM
599
McCarthy Asset Management
California
$1.17M
CSP
600
Cary Street Partners
Virginia
$1.17M