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Schwab US Broad Market ETF

1,277 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, 478 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:

2% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 467

0.37% more ownership

Funds ownership: 32.22%32.59% (+0.37%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,277
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
SFG
51
Sunburst Financial Group
Alabama
$55.8M
CG
52
Caprock Group
Idaho
$54.6M
WA
53
WBH Advisory
Maryland
$53.3M
QCM
54
Quantinno Capital Management
New York
$52.3M
EFG
55
Ethos Financial Group
Pennsylvania
$51.3M
Wells Fargo
56
Wells Fargo
California
$51.1M
CAG
57
Compass Advisory Group
New York
$50.6M
SFG
58
SNS Financial Group
Minnesota
$47.4M
CMAI
59
Capital Management Associates Inc
Minnesota
$46.7M
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$46.7M
RC
61
Roundview Capital
New Jersey
$44.4M
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$43.2M
GCA
63
Genesee Capital Advisors
New York
$43M
MAG
64
Members Advisory Group
New York
$41.9M
BWA
65
Boulder Wealth Advisors
Colorado
$41.6M
Truist Financial
66
Truist Financial
North Carolina
$41.3M
CIA
67
Cape Investment Advisory
Georgia
$41M
ACM
68
Appalachian Capital Management
Ohio
$40.8M
JIP
69
Jaffetilchin Investment Partners
Florida
$40.6M
LEFP
70
Leading Edge Financial Planning
Tennessee
$39.8M
MWM
71
Modern Wealth Management
Kansas
$39M
UBS Group
72
UBS Group
Switzerland
$37.1M
AF
73
Allworth Financial
California
$37M
HWA
74
Heritage Wealth Architects
Minnesota
$37M
LPT
75
Legacy Private Trust
Wisconsin
$35M