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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
7WCP
826
71 West Capital Partners
Massachusetts
$503K
AIM
827
Anchor Investment Management
South Carolina
$501K
GC
828
Gilbert & Cook
Iowa
$498K
ACP
829
Aviance Capital Partners
Florida
$497K
AFGAS
830
Allegiance Financial Group Advisory Services
Virginia
$497K
OA
831
Oasis Advisors
Iowa
$495K
VAG
832
VisionPoint Advisory Group
Texas
$494K
SWP
833
Strategic Wealth Partners
Ohio
$493K
CHWM
834
Cauble & Harre Wealth Management
Missouri
$491K
IIA
835
Integrity Investment Advisors
Colorado
$491K
LWM
836
Lakeridge Wealth Management
Ohio
$489K
S4W
837
Solutions 4 Wealth
Texas
$488K
TCWM
838
Total Clarity Wealth Management
Illinois
$485K
HCP
839
Hardin Capital Partners
South Carolina
$485K
AC
840
Apella Capital
Connecticut
$484K
FA
841
Fiduciary Alliance
South Carolina
$484K
TIA
842
Tiemann Investment Advisors
California
$482K
FBB
843
Fulton Breakefield Broenniman
Maryland
$481K
RWP
844
Revolve Wealth Partners
New Jersey
$481K
PWA
845
Physician Wealth Advisors
Utah
$475K
RCWM
846
Royal Capital Wealth Management
Indiana
$475K
TCM
847
Traynor Capital Management
Pennsylvania
$474K
RFC
848
Regions Financial Corp
Alabama
$473K
SFP
849
Shepherd Financial Partners
Massachusetts
$473K
SRC
850
Sage Rhino Capital
California
$472K