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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
RFA
751
Rollins Financial Advisors
New York
$626K
FM
752
Foster & Motley
Ohio
$624K
DI
753
Disciplined Investments
Oklahoma
$623K
IF
754
IRON Financial
Illinois
$617K
TW
755
TritonPoint Wealth
Maryland
$614K
EP
756
Edgestream Partners
New Jersey
$613K
WCFA
757
Walkner Condon Financial Advisors
Wisconsin
$612K
DWP
758
Daymark Wealth Partners
Ohio
$612K
AAS
759
Annex Advisory Services
Wisconsin
$611K
CFA
760
Capstone Financial Advisors
Illinois
$610K
GI
761
GS Investments
Minnesota
$609K
SSA
762
Shepherd Street Advisors
California
$608K
HFA
763
Hershey Financial Advisers
Pennsylvania
$608K
AWA
764
Aquire Wealth Advisors
Utah
$601K
CNWM
765
Clay Northam Wealth Management
California
$595K
SC
766
Shuttleworth & Co
Ohio
$595K
BTI
767
Blue Trust Inc
Georgia
$594K
CFO
768
Custos Family Office
Texas
$590K
NS
769
NBC Securities
Alabama
$590K
SPWM
770
Schrum Private Wealth Management
Florida
$586K
CA
771
Clearstead Advisors
Ohio
$585K
FA
772
Faithward Advisors
Pennsylvania
$581K
TIM
773
Total Investment Management
Arizona
$574K
SSW
774
Stone Summit Wealth
Florida
$573K
MFA
775
Mayflower Financial Advisors
Massachusetts
$572K