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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
HAP
801
Harbor Asset Planning
Massachusetts
$517K
MFC
802
Morris Financial Concepts
South Carolina
$517K
SHA
803
Seneca House Advisors
Virginia
$514K
AMIM
804
Aull & Monroe Investment Management
Alabama
$514K
YAL
805
Your Advocates Ltd
Texas
$511K
SFS
806
Sowell Financial Services
Arkansas
$510K
CWA
807
Clarity Wealth Advisors
California
$510K
ECM
808
Evergreen Capital Management
Washington
$507K
ACM
809
Armbruster Capital Management
New York
$505K
BIM
810
Baldwin Investment Management
Pennsylvania
$504K
7WCP
811
71 West Capital Partners
Massachusetts
$503K
AIM
812
Anchor Investment Management
South Carolina
$501K
GC
813
Gilbert & Cook
Iowa
$498K
ACP
814
Aviance Capital Partners
Florida
$497K
AFGAS
815
Allegiance Financial Group Advisory Services
Virginia
$497K
VAG
816
VisionPoint Advisory Group
Texas
$494K
CHWM
817
Cauble & Harre Wealth Management
Missouri
$491K
IIA
818
Integrity Investment Advisors
Colorado
$491K
LWM
819
Lakeridge Wealth Management
Ohio
$489K
S4W
820
Solutions 4 Wealth
Texas
$488K
TCWM
821
Total Clarity Wealth Management
Illinois
$485K
HCP
822
Hardin Capital Partners
South Carolina
$485K
AC
823
Apella Capital
Connecticut
$484K
FA
824
Fiduciary Alliance
South Carolina
$484K
TIA
825
Tiemann Investment Advisors
California
$482K