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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
BWFA
876
Baltimore-Washington Financial Advisors
Maryland
$433K
TWM
877
Trevian Wealth Management
Massachusetts
$433K
RA
878
Resolute Advisors
California
$431K
JC
879
Jacobs & Co
California
$431K
MJRIC
880
Mogy Joel R Investment Counsel
California
$430K
MIM
881
Moseley Investment Management
Florida
$430K
FFG
882
Fortune Financial Group
Florida
$427K
SWM
883
Stockman Wealth Management
Montana
$424K
WSA
884
Warm Springs Advisors
California
$424K
AP
885
Appleton Partners
Massachusetts
$421K
VFA
886
Valeo Financial Advisors
Indiana
$421K
Neuberger Berman Group
887
Neuberger Berman Group
New York
$421K
LWM
888
Liberty Wealth Management
California
$420K
CNBT
889
Canandaigua National Bank & Trust
New York
$417K
LOIP
890
Live Oak Investment Partners
Texas
$415K
BWMG
891
Barnes Wealth Management Group
California
$415K
MFWP
892
Mosaic Family Wealth Partners
Missouri
$413K
CCA
893
Clarity Capital Advisors
Florida
$413K
CCM
894
Coldstream Capital Management
Washington
$410K
SG
895
Somerset Group
Minnesota
$410K
MA
896
MONECO Advisors
Connecticut
$405K
BL
897
Balentine LLC
Georgia
$405K
BFM
898
Broadview Financial Management
Wisconsin
$403K
FSWA
899
Financial Synergies Wealth Advisors
Texas
$402K
JWBC
900
John W. Brooker & Co
California
$401K