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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
MWA
701
Muirfield Wealth Advisors
North Carolina
$778K
PS
702
Principal Securities
Iowa
$775K
HIS
703
Horizon Investment Services
Indiana
$774K
NSIM
704
North Star Investment Management
Illinois
$770K
EL
705
EWA LLC
Pennsylvania
$760K
AWM
706
Apollon Wealth Management
South Carolina
$759K
SGWM
707
Sterling Group Wealth Management
California
$755K
MFG
708
Magnus Financial Group
New York
$754K
NP
709
NorthRock Partners
Minnesota
$750K
BAM
710
Bosun Asset Management
Illinois
$740K
AWE
711
Avidian Wealth Enterprises
Texas
$738K
FWMP
712
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$736K
TCM
713
Twele Capital Management
Minnesota
$733K
RWRC
714
R.W. Roge & Company
New York
$731K
CAL
715
Capital Analysts LLC
Pennsylvania
$728K
EFA
716
Edge Financial Advisors
Illinois
$721K
SSI
717
Scott & Selber Inc
Texas
$720K
RWP
718
Reliant Wealth Planning
Kentucky
$713K
PA
719
Perennial Advisors
New York
$708K
PCWA
720
Pacific Capital Wealth Advisors
California
$708K
PWMAG
721
Pinnacle Wealth Management Advisory Group
New Jersey
$708K
AA
722
AF Advisors
California
$706K
SWP
723
Stratos Wealth Partners
Ohio
$706K
Qube Research & Technologies (QRT)
724
Qube Research & Technologies (QRT)
United Kingdom
$706K
SWA
725
Sightline Wealth Advisors
Connecticut
$706K