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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
NCMW
626
Northern Capital Management (Washington)
Washington
$1.06M
GT
627
Greenleaf Trust
Michigan
$1.06M
Fifth Third Bancorp
628
Fifth Third Bancorp
Ohio
$1.06M
EAM
629
Evanson Asset Management
California
$1.06M
DWM
630
Diversify Wealth Management
Utah
$1.05M
RMA
631
Roffman Miller Associates
Pennsylvania
$1.04M
WIM
632
Waycross Investment Management
Washington
$1.04M
AWA
633
Arkadios Wealth Advisors
Georgia
$1.03M
Belvedere Trading
634
Belvedere Trading
Illinois
$1.03M
EWM
635
Evermay Wealth Management
Virginia
$1.02M
MCP
636
Miller Capital Partners
Michigan
$1.02M
IF
637
Ironwood Financial
Arizona
$1.02M
ODIJL
638
One Day In July LLC
Vermont
$1.02M
BWP
639
BlueStem Wealth Partners
Minnesota
$1.01M
HPA
640
High Probability Advisors
New York
$1.01M
SIA
641
Soltis Investment Advisors
Utah
$1.01M
WC
642
Waterloo Capital
Texas
$1M
LWMT
643
Legacy Wealth Management (Tennessee)
Tennessee
$997K
IAP
644
Indie Asset Partners
Indiana
$994K
YIH
645
Y-Intercept (HK)
Hong Kong
$993K
OWMIAS
646
One Wealth Management Investment & Advisory Services
Florida
$990K
DI
647
Diligent Investors
California
$981K
CPL
648
CAP Partners LLC
Tennessee
$978K
MWM
649
Madrid Wealth Management
New Mexico
$969K
BA
650
Bridgewater Advisors
New York
$958K