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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
TCM
726
Twele Capital Management
Minnesota
$733K
RWRC
727
R.W. Roge & Company
New York
$731K
CAL
728
Capital Analysts LLC
Pennsylvania
$728K
EFA
729
Edge Financial Advisors
Illinois
$721K
SSI
730
Scott & Selber Inc
Texas
$720K
RWP
731
Reliant Wealth Planning
Kentucky
$713K
KWM
732
KRM Wealth Management
Nevada
$711K
PA
733
Perennial Advisors
New York
$708K
PCWA
734
Pacific Capital Wealth Advisors
California
$708K
PWMAG
735
Pinnacle Wealth Management Advisory Group
New Jersey
$708K
AA
736
AF Advisors
California
$706K
SWP
737
Stratos Wealth Partners
Ohio
$706K
Qube Research & Technologies (QRT)
738
Qube Research & Technologies (QRT)
United Kingdom
$706K
SWA
739
Sightline Wealth Advisors
Connecticut
$706K
DP
740
Denver PWM
Colorado
$704K
PFA
741
Perryman Financial Advisory
Texas
$703K
CWM
742
Cahaba Wealth Management
Georgia
$699K
BTWM
743
Baker Tilly Wealth Management
Wisconsin
$697K
PAMG
744
Patton Albertson Miller Group
Tennessee
$696K
SEIA
745
Signature Estate & Investment Advisors
California
$692K
ML
746
McAdam LLC
Pennsylvania
$691K
EFS
747
Econ Financial Services
Pennsylvania
$691K
AO
748
Advisor OS
Illinois
$687K
TI
749
Tidal Investments
Wisconsin
$687K
CAAM
750
Cornerstone Advisors Asset Management
Pennsylvania
$686K