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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
PFC
651
Phocas Financial Corp
California
$955K
DT
652
Diversified Trust
Tennessee
$953K
MIA
653
MainStreet Investment Advisors
Illinois
$950K
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$950K
Franklin Resources
655
Franklin Resources
California
$946K
VT
656
Vise Technologies
New York
$946K
CTB
657
Country Trust Bank
Illinois
$946K
EFH
658
Eaton Financial Holdings
Florida
$940K
BFC
659
Bedel Financial Consulting
Indiana
$940K
AWM
660
AE Wealth Management
Kansas
$935K
BEW
661
Burton Enright Welch
California
$933K
KF
662
Ketron Financial
California
$931K
TFP
663
Traction Financial Partners
Wyoming
$926K
DWM
664
DecisionMap Wealth Management
Virginia
$914K
AWMM
665
Aegis Wealth Management (Maryland)
Maryland
$910K
MWA
666
Monograph Wealth Advisors
California
$905K
CWA
667
Consilium Wealth Advisory
Texas
$904K
WFS
668
WealthGarden F.S.
California
$902K
MAC
669
Mason & Associates (California)
California
$895K
GWM
670
Geneos Wealth Management
Colorado
$894K
WC
671
Wolfstich Capital
Massachusetts
$889K
GWM
672
Gilpin Wealth Management
Colorado
$889K
CFA
673
Cahill Financial Advisors
Minnesota
$882K
AWM
674
Apex Wealth Management
New Hampshire
$881K
FFM
675
Forum Financial Management
Illinois
$880K