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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
SG
901
Somerset Group
Minnesota
$410K
MA
902
MONECO Advisors
Connecticut
$405K
BL
903
Balentine LLC
Georgia
$405K
BFM
904
Broadview Financial Management
Wisconsin
$403K
FSWA
905
Financial Synergies Wealth Advisors
Texas
$402K
JWBC
906
John W. Brooker & Co
California
$401K
SF
907
Steffes Financial
Kansas
$400K
BFA
908
Bill Few Associates
Pennsylvania
$398K
AWC
909
Adamsbrown Wealth Consultants
Kansas
$395K
PI
910
PFG Investments
New York
$395K
CWA
911
Carolina Wealth Advisors
South Carolina
$394K
AUB
912
Atlantic Union Bankshares
Virginia
$394K
CANC
913
Culbertson A N & Co
Virginia
$393K
FCIM
914
Fairview Capital Investment Management
California
$393K
WCM
915
Winthrop Capital Management
Indiana
$393K
AWM
916
Able Wealth Management
New Jersey
$392K
NRC
917
New Republic Capital
North Carolina
$389K
TBF
918
True Blue Financial
Michigan
$388K
TFP
919
TrueWealth Financial Partners
Washington
$388K
LF
920
LifeSteps Financial
California
$387K
ESB
921
Essex Savings Bank
Connecticut
$386K
VIA
922
Vickerman Investment Advisors
Washington
$385K
CW
923
CreativeOne Wealth
Kansas
$383K
DSAM
924
Dock Street Asset Management
Florida
$382K
IFG
925
Independent Financial Group
California
$381K