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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
SSA
776
Shepherd Street Advisors
California
$608K
HFA
777
Hershey Financial Advisers
Pennsylvania
$608K
AWA
778
Aquire Wealth Advisors
Utah
$601K
CNWM
779
Clay Northam Wealth Management
California
$595K
SC
780
Shuttleworth & Co
Ohio
$595K
BTI
781
Blue Trust Inc
Georgia
$594K
CFO
782
Custos Family Office
Texas
$590K
NS
783
NBC Securities
Alabama
$590K
TFA
784
TrustWell Financial Advisors
Florida
$589K
SPWM
785
Schrum Private Wealth Management
Florida
$586K
CA
786
Clearstead Advisors
Ohio
$585K
FA
787
Faithward Advisors
Pennsylvania
$581K
TIM
788
Total Investment Management
Arizona
$574K
SSW
789
Stone Summit Wealth
Florida
$573K
MFA
790
Mayflower Financial Advisors
Massachusetts
$572K
WA
791
Waterford Advisors
New York
$570K
BSI
792
Bennett Selby Investments
Maine
$570K
GIM
793
Goelzer Investment Management
Indiana
$569K
NW
794
Naviter Wealth
Arkansas
$569K
ATC
795
Argent Trust Co
Tennessee
$568K
PRI
796
Prepared Retirement Institute
Pennsylvania
$567K
VCWA
797
Vanguard Capital Wealth Advisors
Colorado
$565K
SFG
798
Sovereign Financial Group
Connecticut
$563K
CFB
799
Cullen/Frost Bankers
Texas
$563K
HCC
800
Hirtle Callaghan & Co
Pennsylvania
$560K