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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
OWM
701
OneAscent Wealth Management
Alabama
$791K
CFO
702
Callan Family Office
Pennsylvania
$787K
HBT
703
Hills Bank & Trust
Iowa
$787K
BCM
704
Bowie Capital Management
Texas
$787K
CA
705
Crewe Advisors
Utah
$786K
PL
706
Plancorp LLC
Missouri
$782K
WF
707
Womack Financial
Texas
$780K
TC
708
Tannin Capital
North Carolina
$779K
MWA
709
Muirfield Wealth Advisors
North Carolina
$778K
PS
710
Principal Securities
Iowa
$775K
HIS
711
Horizon Investment Services
Indiana
$774K
NSIM
712
North Star Investment Management
Illinois
$770K
EL
713
EWA LLC
Pennsylvania
$760K
AWM
714
Apollon Wealth Management
South Carolina
$759K
AP
715
Advisortrust Partners
North Carolina
$759K
SGWM
716
Sterling Group Wealth Management
California
$755K
MFG
717
Magnus Financial Group
New York
$754K
NP
718
NorthRock Partners
Minnesota
$750K
BAM
719
Bosun Asset Management
Illinois
$740K
AWE
720
Avidian Wealth Enterprises
Texas
$738K
FWMP
721
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$736K
TCM
722
Twele Capital Management
Minnesota
$733K
RWRC
723
R.W. Roge & Company
New York
$731K
CAL
724
Capital Analysts LLC
Pennsylvania
$728K
EFA
725
Edge Financial Advisors
Illinois
$721K