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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
TFP
901
TrueWealth Financial Partners
Washington
$388K
TBF
902
True Blue Financial
Michigan
$388K
LF
903
LifeSteps Financial
California
$387K
ESB
904
Essex Savings Bank
Connecticut
$386K
VIA
905
Vickerman Investment Advisors
Washington
$385K
CW
906
CreativeOne Wealth
Kansas
$383K
DSAM
907
Dock Street Asset Management
Florida
$382K
AF
908
Apollon Financial
South Carolina
$381K
PWP
909
Precedent Wealth Partners
Texas
$381K
CGPCS
910
Capital Group Private Client Services
California
$378K
NBWM
911
North Berkeley Wealth Management
California
$377K
VMMC
912
V.M. Manning & Co
South Carolina
$377K
GS
913
GWN Securities
Florida
$376K
HR
914
Hardy Reed
Mississippi
$376K
LCWM
915
Legacy Capital Wealth Management
Texas
$376K
BIG
916
Brooklyn Investment Group
New York
$375K
CFCS
917
CDM Financial Counseling Services
Connecticut
$375K
CIA
918
Capital Investment Advisors
Georgia
$374K
FGC
919
First Growth Capital
Maryland
$373K
PMFA
920
Plante Moran Financial Advisors
Michigan
$372K
VCM
921
Versant Capital Management
Arizona
$372K
G
922
Gainplan
Michigan
$371K
WS
923
Wedbush Securities
California
$370K
GWANC
924
Guardian Wealth Advisors (North Carolina)
North Carolina
$367K
NFC
925
Northstar Financial Companies
Pennsylvania
$367K