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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
VP
851
Verum Partners
North Carolina
$447K
GC
852
Gibson Capital
Pennsylvania
$446K
CFP
853
Catalyst Financial Partners
Massachusetts
$446K
AT
854
Arlington Trust
Alabama
$443K
KA
855
Klingman & Associates
New York
$442K
AMM
856
American Money Management
California
$441K
DAS
857
Diversify Advisory Services
Utah
$440K
DAS
858
Dynamic Advisor Solutions
Arizona
$440K
EHC
859
Everett Harris & Co
California
$440K
UAS
860
United Asset Strategies
New York
$440K
FRA
861
Front Row Advisors
California
$440K
GWMR
862
GC Wealth Management RIA
Massachusetts
$439K
VHAM
863
Van Hulzen Asset Management
California
$433K
MMCM
864
Murphy & Mullick Capital Management
New York
$433K
BWFA
865
Baltimore-Washington Financial Advisors
Maryland
$433K
TWM
866
Trevian Wealth Management
Massachusetts
$433K
RA
867
Resolute Advisors
California
$431K
JC
868
Jacobs & Co
California
$431K
MJRIC
869
Mogy Joel R Investment Counsel
California
$430K
MIM
870
Moseley Investment Management
Florida
$430K
FFG
871
Fortune Financial Group
Florida
$427K
SWM
872
Stockman Wealth Management
Montana
$424K
WSA
873
Warm Springs Advisors
California
$424K
AP
874
Appleton Partners
Massachusetts
$421K
VFA
875
Valeo Financial Advisors
Indiana
$421K