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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
BFS
601
Burkett Financial Services
South Carolina
$1.16M
SSWM
602
Smith Salley Wealth Management
North Carolina
$1.15M
BRPW
603
Ballast Rock Private Wealth
South Carolina
$1.15M
OPWM
604
Oakwell Private Wealth Management
Texas
$1.14M
SAM
605
Smithbridge Asset Management
Pennsylvania
$1.14M
CCM
606
Colorado Capital Management
Colorado
$1.14M
GC
607
Grimes & Company
Massachusetts
$1.12M
TPWM
608
Twelve Points Wealth Management
Massachusetts
$1.12M
QCA
609
Quantify Chaos Advisors
New York
$1.11M
MCM
610
Mengis Capital Management
Oregon
$1.11M
HW
611
Hamilton Wealth
California
$1.11M
WCM
612
WLTH Capital Management
Arizona
$1.11M
FEM
613
Fulcrum Equity Management
Texas
$1.1M
CAL
614
Capital Advisors Ltd
Ohio
$1.1M
SPFA
615
Summit Place Financial Advisors
New Jersey
$1.08M
AWG
616
Altus Wealth Group
Colorado
$1.07M
BBA
617
BLB&B Advisors
Pennsylvania
$1.07M
CC
618
Cornerstone Capital
California
$1.07M
BC
619
Barrett & Company
Rhode Island
$1.07M
FA
620
FF Advisors
California
$1.06M
CCM
621
Chilton Capital Management
Texas
$1.06M
NCMW
622
Northern Capital Management (Washington)
Washington
$1.06M
GT
623
Greenleaf Trust
Michigan
$1.06M
Fifth Third Bancorp
624
Fifth Third Bancorp
Ohio
$1.06M
EAM
625
Evanson Asset Management
California
$1.06M