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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
EW
851
Evoke Wealth
California
$469K
FFWA
852
FRG Family Wealth Advisors
Washington
$469K
NL
853
NWAM LLC
Washington
$468K
ONSWM
854
Old North State Wealth Management
North Carolina
$467K
MCA
855
Magnolia Capital Advisors
Mississippi
$466K
JWM
856
Jeppson Wealth Management
California
$465K
Two Sigma Investments
857
Two Sigma Investments
New York
$464K
SFG
858
Sage Financial Group
Pennsylvania
$463K
PFBT
859
Parkside Financial Bank & Trust
Missouri
$462K
GC
860
Garde Capital
Washington
$462K
FA
861
Fiducient Advisors
Illinois
$460K
AWM
862
Accurate Wealth Management
Florida
$455K
WFA
863
West Financial Advisors
Iowa
$454K
CPG
864
Cornerstone Planning Group
New Jersey
$453K
JPWM
865
Jamison Private Wealth Management
Georgia
$453K
WAM
866
Weatherly Asset Management
California
$451K
AAG
867
Armstrong Advisory Group
Massachusetts
$448K
VP
868
Verum Partners
North Carolina
$447K
GC
869
Gibson Capital
Pennsylvania
$446K
CFP
870
Catalyst Financial Partners
Massachusetts
$446K
AT
871
Arlington Trust
Alabama
$443K
KA
872
Klingman & Associates
New York
$442K
AMM
873
American Money Management
California
$441K
DAS
874
Diversify Advisory Services
Utah
$440K
DAS
875
Dynamic Advisor Solutions
Arizona
$440K