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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
KF
651
Ketron Financial
California
$931K
TFP
652
Traction Financial Partners
Wyoming
$926K
DWM
653
DecisionMap Wealth Management
Virginia
$914K
AWMM
654
Aegis Wealth Management (Maryland)
Maryland
$910K
MWA
655
Monograph Wealth Advisors
California
$905K
CWA
656
Consilium Wealth Advisory
Texas
$904K
WFS
657
WealthGarden F.S.
California
$902K
MAC
658
Mason & Associates (California)
California
$895K
GWM
659
Geneos Wealth Management
Colorado
$894K
WC
660
Wolfstich Capital
Massachusetts
$889K
GWM
661
Gilpin Wealth Management
Colorado
$889K
CFA
662
Cahill Financial Advisors
Minnesota
$882K
AWM
663
Apex Wealth Management
New Hampshire
$881K
FFM
664
Forum Financial Management
Illinois
$880K
LC
665
Lawood & Co
Pennsylvania
$879K
DF
666
DecisionPoint Financial
Arizona
$877K
CWA
667
Continuum Wealth Advisors
New York
$873K
BCMLT
668
Beacon Capital Management LLC (Tennessee)
Tennessee
$871K
MCCP
669
Mission Creek Capital Partners
California
$870K
NCM
670
Next Capital Management
New York
$869K
WP
671
Westmount Partners
California
$861K
S
672
Sunpointe
Missouri
$855K
HI
673
Hudock Inc
Pennsylvania
$843K
FCH
674
Freestone Capital Holdings
Washington
$843K
GC
675
GatePass Capital
Ohio
$842K