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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
IF
626
Ironwood Financial
Arizona
$1.02M
ODIJL
627
One Day In July LLC
Vermont
$1.02M
BWP
628
BlueStem Wealth Partners
Minnesota
$1.01M
HPA
629
High Probability Advisors
New York
$1.01M
SIA
630
Soltis Investment Advisors
Utah
$1.01M
WC
631
Waterloo Capital
Texas
$1M
LWMT
632
Legacy Wealth Management (Tennessee)
Tennessee
$997K
IAP
633
Indie Asset Partners
Indiana
$994K
YIH
634
Y-Intercept (HK)
Hong Kong
$993K
OWMIAS
635
One Wealth Management Investment & Advisory Services
Florida
$990K
DI
636
Diligent Investors
California
$981K
CPL
637
CAP Partners LLC
Tennessee
$978K
MWM
638
Madrid Wealth Management
New Mexico
$969K
BA
639
Bridgewater Advisors
New York
$958K
PFC
640
Phocas Financial Corp
California
$955K
DT
641
Diversified Trust
Tennessee
$953K
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$950K
MIA
643
MainStreet Investment Advisors
Illinois
$950K
Franklin Resources
644
Franklin Resources
California
$946K
VT
645
Vise Technologies
New York
$946K
CTB
646
Country Trust Bank
Illinois
$946K
EFH
647
Eaton Financial Holdings
Florida
$940K
BFC
648
Bedel Financial Consulting
Indiana
$940K
AWM
649
AE Wealth Management
Kansas
$935K
BEW
650
Burton Enright Welch
California
$933K