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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
HNB
701
Huntington National Bank
Ohio
$807K
CAM
702
Costello Asset Management
Pennsylvania
$801K
RCAG
703
Rehmann Capital Advisory Group
Michigan
$799K
BWM
704
BNC Wealth Management
Oregon
$794K
OWM
705
OneAscent Wealth Management
Alabama
$791K
CFO
706
Callan Family Office
Pennsylvania
$787K
HBT
707
Hills Bank & Trust
Iowa
$787K
BCM
708
Bowie Capital Management
Texas
$787K
CA
709
Crewe Advisors
Utah
$786K
PL
710
Plancorp LLC
Missouri
$782K
WF
711
Womack Financial
Texas
$780K
TC
712
Tannin Capital
North Carolina
$779K
MWA
713
Muirfield Wealth Advisors
North Carolina
$778K
PS
714
Principal Securities
Iowa
$775K
HIS
715
Horizon Investment Services
Indiana
$774K
NSIM
716
North Star Investment Management
Illinois
$770K
EL
717
EWA LLC
Pennsylvania
$760K
AWM
718
Apollon Wealth Management
South Carolina
$759K
AP
719
Advisortrust Partners
North Carolina
$759K
SGWM
720
Sterling Group Wealth Management
California
$755K
MFG
721
Magnus Financial Group
New York
$754K
NP
722
NorthRock Partners
Minnesota
$750K
BAM
723
Bosun Asset Management
Illinois
$740K
AWE
724
Avidian Wealth Enterprises
Texas
$738K
FWMP
725
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$736K