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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
FBB
826
Fulton Breakefield Broenniman
Maryland
$481K
RWP
827
Revolve Wealth Partners
New Jersey
$481K
PWA
828
Physician Wealth Advisors
Utah
$475K
RCWM
829
Royal Capital Wealth Management
Indiana
$475K
TCM
830
Traynor Capital Management
Pennsylvania
$474K
RFC
831
Regions Financial Corp
Alabama
$473K
SFP
832
Shepherd Financial Partners
Massachusetts
$473K
SRC
833
Sage Rhino Capital
California
$472K
EW
834
Evoke Wealth
California
$469K
FFWA
835
FRG Family Wealth Advisors
Washington
$469K
NL
836
NWAM LLC
Washington
$468K
ONSWM
837
Old North State Wealth Management
North Carolina
$467K
MCA
838
Magnolia Capital Advisors
Mississippi
$466K
JWM
839
Jeppson Wealth Management
California
$465K
Two Sigma Investments
840
Two Sigma Investments
New York
$464K
SFG
841
Sage Financial Group
Pennsylvania
$463K
PFBT
842
Parkside Financial Bank & Trust
Missouri
$462K
GC
843
Garde Capital
Washington
$462K
FA
844
Fiducient Advisors
Illinois
$460K
AWM
845
Accurate Wealth Management
Florida
$455K
WFA
846
West Financial Advisors
Iowa
$454K
CPG
847
Cornerstone Planning Group
New Jersey
$453K
JPWM
848
Jamison Private Wealth Management
Georgia
$453K
WAM
849
Weatherly Asset Management
California
$451K
AAG
850
Armstrong Advisory Group
Massachusetts
$448K