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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
Two Sigma Investments
851
Two Sigma Investments
New York
$464K
SFG
852
Sage Financial Group
Pennsylvania
$463K
PFBT
853
Parkside Financial Bank & Trust
Missouri
$462K
GC
854
Garde Capital
Washington
$462K
FA
855
Fiducient Advisors
Illinois
$460K
AWM
856
Accurate Wealth Management
Florida
$455K
WFA
857
West Financial Advisors
Iowa
$454K
CPG
858
Cornerstone Planning Group
New Jersey
$453K
JPWM
859
Jamison Private Wealth Management
Georgia
$453K
WAM
860
Weatherly Asset Management
California
$451K
AAG
861
Armstrong Advisory Group
Massachusetts
$448K
VP
862
Verum Partners
North Carolina
$447K
GC
863
Gibson Capital
Pennsylvania
$446K
CFP
864
Catalyst Financial Partners
Massachusetts
$446K
AT
865
Arlington Trust
Alabama
$443K
KA
866
Klingman & Associates
New York
$442K
AMM
867
American Money Management
California
$441K
DAS
868
Diversify Advisory Services
Utah
$440K
DAS
869
Dynamic Advisor Solutions
Arizona
$440K
EHC
870
Everett Harris & Co
California
$440K
UAS
871
United Asset Strategies
New York
$440K
FRA
872
Front Row Advisors
California
$440K
GWMR
873
GC Wealth Management RIA
Massachusetts
$439K
VHAM
874
Van Hulzen Asset Management
California
$433K
MMCM
875
Murphy & Mullick Capital Management
New York
$433K