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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
PFA
601
Pinnacle Family Advisors
Missouri
$1.18M
MA
602
MCF Advisors
Kentucky
$1.18M
MAM
603
McCarthy Asset Management
California
$1.17M
CSP
604
Cary Street Partners
Virginia
$1.17M
BFS
605
Burkett Financial Services
South Carolina
$1.16M
SSWM
606
Smith Salley Wealth Management
North Carolina
$1.15M
BRPW
607
Ballast Rock Private Wealth
South Carolina
$1.15M
OPWM
608
Oakwell Private Wealth Management
Texas
$1.14M
SAM
609
Smithbridge Asset Management
Pennsylvania
$1.14M
CCM
610
Colorado Capital Management
Colorado
$1.14M
GC
611
Grimes & Company
Massachusetts
$1.12M
TPWM
612
Twelve Points Wealth Management
Massachusetts
$1.12M
QCA
613
Quantify Chaos Advisors
New York
$1.11M
MCM
614
Mengis Capital Management
Oregon
$1.11M
HW
615
Hamilton Wealth
California
$1.11M
WCM
616
WLTH Capital Management
Arizona
$1.11M
FEM
617
Fulcrum Equity Management
Texas
$1.1M
CAL
618
Capital Advisors Ltd
Ohio
$1.1M
SPFA
619
Summit Place Financial Advisors
New Jersey
$1.08M
AWG
620
Altus Wealth Group
Colorado
$1.07M
BBA
621
BLB&B Advisors
Pennsylvania
$1.07M
CC
622
Cornerstone Capital
California
$1.07M
BC
623
Barrett & Company
Rhode Island
$1.07M
FA
624
FF Advisors
California
$1.06M
CCM
625
Chilton Capital Management
Texas
$1.06M