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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
OAL
826
Oasis Advisors, LLC
Iowa
$495K
VAG
827
VisionPoint Advisory Group
Texas
$494K
CHWM
828
Cauble & Harre Wealth Management
Missouri
$491K
IIA
829
Integrity Investment Advisors
Colorado
$491K
LWM
830
Lakeridge Wealth Management
Ohio
$489K
S4W
831
Solutions 4 Wealth
Texas
$488K
TCWM
832
Total Clarity Wealth Management
Illinois
$485K
HCP
833
Hardin Capital Partners
South Carolina
$485K
AC
834
Apella Capital
Connecticut
$484K
FA
835
Fiduciary Alliance
South Carolina
$484K
TIA
836
Tiemann Investment Advisors
California
$482K
FBB
837
Fulton Breakefield Broenniman
Maryland
$481K
RWP
838
Revolve Wealth Partners
New Jersey
$481K
PWA
839
Physician Wealth Advisors
Utah
$475K
RCWM
840
Royal Capital Wealth Management
Indiana
$475K
TCM
841
Traynor Capital Management
Pennsylvania
$474K
RFC
842
Regions Financial Corp
Alabama
$473K
SFP
843
Shepherd Financial Partners
Massachusetts
$473K
SRC
844
Sage Rhino Capital
California
$472K
EW
845
Evoke Wealth
California
$469K
FFWA
846
FRG Family Wealth Advisors
Washington
$469K
NL
847
NWAM LLC
Washington
$468K
ONSWM
848
Old North State Wealth Management
North Carolina
$467K
MCA
849
Magnolia Capital Advisors
Mississippi
$466K
JWM
850
Jeppson Wealth Management
California
$465K