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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
SSI
726
Scott & Selber Inc
Texas
$720K
RWP
727
Reliant Wealth Planning
Kentucky
$713K
KWMLLC
728
KRM WEALTH MANAGEMENT L.L.C.
Nevada
$711K
PA
729
Perennial Advisors
New York
$708K
PCWA
730
Pacific Capital Wealth Advisors
California
$708K
PWMAG
731
Pinnacle Wealth Management Advisory Group
New Jersey
$708K
AA
732
AF Advisors
California
$706K
SWP
733
Stratos Wealth Partners
Ohio
$706K
Qube Research & Technologies (QRT)
734
Qube Research & Technologies (QRT)
United Kingdom
$706K
SWA
735
Sightline Wealth Advisors
Connecticut
$706K
DP
736
Denver PWM
Colorado
$704K
PFA
737
Perryman Financial Advisory
Texas
$703K
CWM
738
Cahaba Wealth Management
Georgia
$699K
BTWM
739
Baker Tilly Wealth Management
Wisconsin
$697K
PAMG
740
Patton Albertson Miller Group
Tennessee
$696K
SEIA
741
Signature Estate & Investment Advisors
California
$692K
ML
742
McAdam LLC
Pennsylvania
$691K
EFS
743
Econ Financial Services
Pennsylvania
$691K
AO
744
Advisor OS
Illinois
$687K
TI
745
Tidal Investments
Wisconsin
$687K
CAAM
746
Cornerstone Advisors Asset Management
Pennsylvania
$686K
Citigroup
747
Citigroup
New York
$686K
SC
748
SouthState Corp
Florida
$680K
BW
749
BIP Wealth
Georgia
$667K
WAM
750
Wernau Asset Management
Massachusetts
$664K