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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
HFS
801
Heritage Financial Services
Massachusetts
$557K
SRWM
802
Shira Ridge Wealth Management
California
$554K
KFP
803
Keener Financial Planning
Texas
$550K
BF
804
Blankinship & Foster
California
$542K
PWAM
805
Private Wealth Asset Management
Iowa
$539K
SCFS
806
Stewardship Concepts Financial Services
Washington
$539K
PSCM
807
Per Stirling Capital Management
Texas
$538K
LAIC
808
Lederer & Associates Investment Counsel
California
$537K
TBWA
809
Three Bridge Wealth Advisors
California
$535K
CH
810
CDKV Holdings
Colorado
$534K
HOWA
811
Heritage Oak Wealth Advisors
Florida
$528K
BDF
812
Black Diamond Financial
Maryland
$526K
KCA
813
Kilner Capital Advisors
Maryland
$523K
JHC
814
J. Hagan Capital
Kentucky
$522K
RAG
815
RIA Advisory Group
Iowa
$520K
HAP
816
Harbor Asset Planning
Massachusetts
$517K
MFC
817
Morris Financial Concepts
South Carolina
$517K
SHA
818
Seneca House Advisors
Virginia
$514K
AMIM
819
Aull & Monroe Investment Management
Alabama
$514K
YAL
820
Your Advocates Ltd
Texas
$511K
SFS
821
Sowell Financial Services
Arkansas
$510K
CWA
822
Clarity Wealth Advisors
California
$510K
ECM
823
Evergreen Capital Management
Washington
$507K
ACM
824
Armbruster Capital Management
New York
$505K
BIM
825
Baldwin Investment Management
Pennsylvania
$504K