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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
MPCL
751
My Personal CFO LLC
Washington
$662K
SAM
752
Summit Asset Management
Tennessee
$662K
PB
753
Pinnacle Bancorp
Nebraska
$658K
SWM
754
Shakespeare Wealth Management
Wisconsin
$658K
HPIA
755
Hamilton Point Investment Advisors
North Carolina
$658K
GP
756
Greenline Partners
New York
$657K
OFP
757
OLIO Financial Planning
Virginia
$650K
RFP
758
Root Financial Partners
California
$640K
BP
759
Broadleaf Partners
Ohio
$634K
IWM
760
Integris Wealth Management
California
$632K
RFA
761
Rollins Financial Advisors
New York
$626K
FM
762
Foster & Motley
Ohio
$624K
DI
763
Disciplined Investments
Oklahoma
$623K
IF
764
IRON Financial
Illinois
$617K
TW
765
TritonPoint Wealth
Maryland
$614K
EP
766
Edgestream Partners
New Jersey
$613K
WCFA
767
Walkner Condon Financial Advisors
Wisconsin
$612K
DWP
768
Daymark Wealth Partners
Ohio
$612K
AAS
769
Annex Advisory Services
Wisconsin
$611K
CFA
770
Capstone Financial Advisors
Illinois
$610K
GI
771
GS Investments
Minnesota
$609K
SSA
772
Shepherd Street Advisors
California
$608K
HFA
773
Hershey Financial Advisers
Pennsylvania
$608K
AWA
774
Aquire Wealth Advisors
Utah
$601K
CNWM
775
Clay Northam Wealth Management
California
$595K