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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
MCCP
676
Mission Creek Capital Partners
California
$870K
NCM
677
Next Capital Management
New York
$869K
WP
678
Westmount Partners
California
$861K
S
679
Sunpointe
Missouri
$855K
HI
680
Hudock Inc
Pennsylvania
$843K
FCH
681
Freestone Capital Holdings
Washington
$843K
GC
682
GatePass Capital
Ohio
$842K
MA
683
Marquette Associates
Illinois
$839K
AF
684
Advisornet Financial
Minnesota
$838K
Comerica Bank
685
Comerica Bank
Texas
$836K
TAM
686
Townsend Asset Management
North Carolina
$836K
LSIA
687
LaSalle St. Investment Advisors
Illinois
$833K
AWM
688
Abound Wealth Management
Tennessee
$828K
FVWA
689
Foster Victor Wealth Advisors
South Carolina
$827K
FDCDDQ
690
Federation des caisses Desjardins du Quebec
Quebec, Canada
$827K
GKWIM
691
Gerber Kawasaki Wealth & Investment Management
California
$825K
IIC
692
Ironwood Investment Counsel
Arizona
$820K
BIG
693
Builder Investment Group
Georgia
$817K
VC
694
Veracity Capital
Georgia
$814K
WCM
695
Wealthcare Capital Management
Virginia
$812K
JIC
696
Joel Isaacson & Co
New York
$809K
HNB
697
Huntington National Bank
Ohio
$807K
CAM
698
Costello Asset Management
Pennsylvania
$801K
RCAG
699
Rehmann Capital Advisory Group
Michigan
$799K
BWM
700
BNC Wealth Management
Oregon
$794K