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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
Franklin Resources
651
Franklin Resources
California
$946K
VT
652
Vise Technologies
New York
$946K
CTB
653
Country Trust Bank
Illinois
$946K
EFH
654
Eaton Financial Holdings
Florida
$940K
BFC
655
Bedel Financial Consulting
Indiana
$940K
AWM
656
AE Wealth Management
Kansas
$935K
BEW
657
Burton Enright Welch
California
$933K
KF
658
Ketron Financial
California
$931K
TFP
659
Traction Financial Partners
Wyoming
$926K
DWM
660
DecisionMap Wealth Management
Virginia
$914K
AWMM
661
Aegis Wealth Management (Maryland)
Maryland
$910K
MWA
662
Monograph Wealth Advisors
California
$905K
CWA
663
Consilium Wealth Advisory
Texas
$904K
WFS
664
WealthGarden F.S.
California
$902K
MAC
665
Mason & Associates (California)
California
$895K
GWM
666
Geneos Wealth Management
Colorado
$894K
WC
667
Wolfstich Capital
Massachusetts
$889K
GWM
668
Gilpin Wealth Management
Colorado
$889K
CFA
669
Cahill Financial Advisors
Minnesota
$882K
AWM
670
Apex Wealth Management
New Hampshire
$881K
FFM
671
Forum Financial Management
Illinois
$880K
LC
672
Lawood & Co
Pennsylvania
$879K
DF
673
DecisionPoint Financial
Arizona
$877K
CWA
674
Continuum Wealth Advisors
New York
$873K
BCMLT
675
Beacon Capital Management LLC (Tennessee)
Tennessee
$871K