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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
DP
726
Denver PWM
Colorado
$704K
PFA
727
Perryman Financial Advisory
Texas
$703K
CWM
728
Cahaba Wealth Management
Georgia
$699K
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$697K
PAMG
730
Patton Albertson Miller Group
Tennessee
$696K
SEIA
731
Signature Estate & Investment Advisors
California
$692K
ML
732
McAdam LLC
Pennsylvania
$691K
EFS
733
Econ Financial Services
Pennsylvania
$691K
AO
734
Advisor OS
Illinois
$687K
TI
735
Tidal Investments
Wisconsin
$687K
CAAM
736
Cornerstone Advisors Asset Management
Pennsylvania
$686K
Citigroup
737
Citigroup
New York
$686K
SC
738
SouthState Corp
Florida
$680K
BW
739
BIP Wealth
Georgia
$667K
WAM
740
Wernau Asset Management
Massachusetts
$664K
MPCL
741
My Personal CFO LLC
Washington
$662K
SAM
742
Summit Asset Management
Tennessee
$662K
PB
743
Pinnacle Bancorp
Nebraska
$658K
SWM
744
Shakespeare Wealth Management
Wisconsin
$658K
HPIA
745
Hamilton Point Investment Advisors
North Carolina
$658K
GP
746
Greenline Partners
New York
$657K
OFP
747
OLIO Financial Planning
Virginia
$650K
RFP
748
Root Financial Partners
California
$640K
BP
749
Broadleaf Partners
Ohio
$634K
IWM
750
Integris Wealth Management
California
$632K