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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
LC
676
Lawood & Co
Pennsylvania
$879K
DF
677
DecisionPoint Financial
Arizona
$877K
CWA
678
Continuum Wealth Advisors
New York
$873K
BCMLT
679
Beacon Capital Management LLC (Tennessee)
Tennessee
$871K
MCCP
680
Mission Creek Capital Partners
California
$870K
NCM
681
Next Capital Management
New York
$869K
WP
682
Westmount Partners
California
$861K
S
683
Sunpointe
Missouri
$855K
HI
684
Hudock Inc
Pennsylvania
$843K
FCH
685
Freestone Capital Holdings
Washington
$843K
GC
686
GatePass Capital
Ohio
$842K
MA
687
Marquette Associates
Illinois
$839K
AF
688
Advisornet Financial
Minnesota
$838K
Comerica Bank
689
Comerica Bank
Texas
$836K
TAM
690
Townsend Asset Management
North Carolina
$836K
LSIA
691
LaSalle St. Investment Advisors
Illinois
$833K
AWM
692
Abound Wealth Management
Tennessee
$828K
FVWA
693
Foster Victor Wealth Advisors
South Carolina
$827K
FDCDDQ
694
Federation des caisses Desjardins du Quebec
Quebec, Canada
$827K
GKWIM
695
Gerber Kawasaki Wealth & Investment Management
California
$825K
IIC
696
Ironwood Investment Counsel
Arizona
$820K
BIG
697
Builder Investment Group
Georgia
$817K
VC
698
Veracity Capital
Georgia
$814K
WCM
699
Wealthcare Capital Management
Virginia
$812K
JIC
700
Joel Isaacson & Co
New York
$809K