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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
SCFS
801
Stewardship Concepts Financial Services
Washington
$539K
PSCM
802
Per Stirling Capital Management
Texas
$538K
LAIC
803
Lederer & Associates Investment Counsel
California
$537K
TBWA
804
Three Bridge Wealth Advisors
California
$535K
CH
805
CDKV Holdings
Colorado
$534K
HOWA
806
Heritage Oak Wealth Advisors
Florida
$528K
BDF
807
Black Diamond Financial
Maryland
$526K
KCA
808
Kilner Capital Advisors
Maryland
$523K
JHC
809
J. Hagan Capital
Kentucky
$522K
RAG
810
RIA Advisory Group
Iowa
$520K
HAP
811
Harbor Asset Planning
Massachusetts
$517K
MFC
812
Morris Financial Concepts
South Carolina
$517K
SHA
813
Seneca House Advisors
Virginia
$514K
AMIM
814
Aull & Monroe Investment Management
Alabama
$514K
YAL
815
Your Advocates Ltd
Texas
$511K
SFS
816
Sowell Financial Services
Arkansas
$510K
CWA
817
Clarity Wealth Advisors
California
$510K
ECM
818
Evergreen Capital Management
Washington
$507K
ACM
819
Armbruster Capital Management
New York
$505K
BIM
820
Baldwin Investment Management
Pennsylvania
$504K
7WCP
821
71 West Capital Partners
Massachusetts
$503K
AIM
822
Anchor Investment Management
South Carolina
$501K
GC
823
Gilbert & Cook
Iowa
$498K
ACP
824
Aviance Capital Partners
Florida
$497K
AFGAS
825
Allegiance Financial Group Advisory Services
Virginia
$497K