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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
SC
776
Shuttleworth & Co
Ohio
$595K
BTI
777
Blue Trust Inc
Georgia
$594K
CFO
778
Custos Family Office
Texas
$590K
NS
779
NBC Securities
Alabama
$590K
SPWM
780
Schrum Private Wealth Management
Florida
$586K
CA
781
Clearstead Advisors
Ohio
$585K
FA
782
Faithward Advisors
Pennsylvania
$581K
TIM
783
Total Investment Management
Arizona
$574K
SSW
784
Stone Summit Wealth
Florida
$573K
MFA
785
Mayflower Financial Advisors
Massachusetts
$572K
WA
786
Waterford Advisors
New York
$570K
BSI
787
Bennett Selby Investments
Maine
$570K
GIM
788
Goelzer Investment Management
Indiana
$569K
NW
789
Naviter Wealth
Arkansas
$569K
ATC
790
Argent Trust Co
Tennessee
$568K
PRI
791
Prepared Retirement Institute
Pennsylvania
$567K
VCWA
792
Vanguard Capital Wealth Advisors
Colorado
$565K
SFG
793
Sovereign Financial Group
Connecticut
$563K
CFB
794
Cullen/Frost Bankers
Texas
$563K
HCC
795
Hirtle Callaghan & Co
Pennsylvania
$560K
HFS
796
Heritage Financial Services
Massachusetts
$557K
SRWM
797
Shira Ridge Wealth Management
California
$554K
KFP
798
Keener Financial Planning
Texas
$550K
BF
799
Blankinship & Foster
California
$542K
PWAM
800
Private Wealth Asset Management
Iowa
$539K