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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
Neuberger Berman Group
876
Neuberger Berman Group
New York
$421K
LWM
877
Liberty Wealth Management
California
$420K
CNBT
878
Canandaigua National Bank & Trust
New York
$417K
LOIP
879
Live Oak Investment Partners
Texas
$415K
BWMG
880
Barnes Wealth Management Group
California
$415K
MFWP
881
Mosaic Family Wealth Partners
Missouri
$413K
CCA
882
Clarity Capital Advisors
Florida
$413K
CCM
883
Coldstream Capital Management
Washington
$410K
SG
884
Somerset Group
Minnesota
$410K
MA
885
MONECO Advisors
Connecticut
$405K
BL
886
Balentine LLC
Georgia
$405K
BFM
887
Broadview Financial Management
Wisconsin
$403K
FSWA
888
Financial Synergies Wealth Advisors
Texas
$402K
JWBC
889
John W. Brooker & Co
California
$401K
SF
890
Steffes Financial
Kansas
$400K
BFA
891
Bill Few Associates
Pennsylvania
$398K
AWC
892
Adamsbrown Wealth Consultants
Kansas
$395K
PI
893
PFG Investments
New York
$395K
CWA
894
Carolina Wealth Advisors
South Carolina
$394K
AUB
895
Atlantic Union Bankshares
Virginia
$394K
CANC
896
Culbertson A N & Co
Virginia
$393K
FCIM
897
Fairview Capital Investment Management
California
$393K
WCM
898
Winthrop Capital Management
Indiana
$393K
AWM
899
Able Wealth Management
New Jersey
$392K
NRC
900
New Republic Capital
North Carolina
$389K