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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
GC
601
Grimes & Company
Massachusetts
$1.12M
TPWM
602
Twelve Points Wealth Management
Massachusetts
$1.12M
QCA
603
Quantify Chaos Advisors
New York
$1.11M
HW
604
Hamilton Wealth
California
$1.11M
WCML
605
WLTH Capital Management, LLC
Arizona
$1.11M
FEM
606
Fulcrum Equity Management
Texas
$1.1M
CAL
607
Capital Advisors Ltd
Ohio
$1.1M
SPFA
608
Summit Place Financial Advisors
New Jersey
$1.08M
AWG
609
Altus Wealth Group
Colorado
$1.07M
BBA
610
BLB&B Advisors
Pennsylvania
$1.07M
CC
611
Cornerstone Capital
California
$1.07M
BC
612
Barrett & Company
Rhode Island
$1.07M
FA
613
FF Advisors
California
$1.06M
CCM
614
Chilton Capital Management
Texas
$1.06M
NCMW
615
Northern Capital Management (Washington)
Washington
$1.06M
GT
616
Greenleaf Trust
Michigan
$1.06M
Fifth Third Bancorp
617
Fifth Third Bancorp
Ohio
$1.06M
EAM
618
Evanson Asset Management
California
$1.06M
DWM
619
Diversify Wealth Management
Utah
$1.05M
RMA
620
Roffman Miller Associates
Pennsylvania
$1.04M
WIM
621
Waycross Investment Management
Washington
$1.04M
AWA
622
Arkadios Wealth Advisors
Georgia
$1.03M
Belvedere Trading
623
Belvedere Trading
Illinois
$1.03M
EWM
624
Evermay Wealth Management
Virginia
$1.02M
MCP
625
Miller Capital Partners
Michigan
$1.02M