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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
SF
901
Steffes Financial
Kansas
$400K
BFA
902
Bill Few Associates
Pennsylvania
$398K
AWC
903
Adamsbrown Wealth Consultants
Kansas
$395K
PI
904
PFG Investments
New York
$395K
CWA
905
Carolina Wealth Advisors
South Carolina
$394K
AUB
906
Atlantic Union Bankshares
Virginia
$394K
CANC
907
Culbertson A N & Co
Virginia
$393K
FCIM
908
Fairview Capital Investment Management
California
$393K
WCM
909
Winthrop Capital Management
Indiana
$393K
AWM
910
Able Wealth Management
New Jersey
$392K
NRC
911
New Republic Capital
North Carolina
$389K
TFP
912
TrueWealth Financial Partners
Washington
$388K
TBF
913
True Blue Financial
Michigan
$388K
LF
914
LifeSteps Financial
California
$387K
ESB
915
Essex Savings Bank
Connecticut
$386K
VIA
916
Vickerman Investment Advisors
Washington
$385K
CW
917
CreativeOne Wealth
Kansas
$383K
DSAM
918
Dock Street Asset Management
Florida
$382K
AF
919
Apollon Financial
South Carolina
$381K
PWP
920
Precedent Wealth Partners
Texas
$381K
CGPCS
921
Capital Group Private Client Services
California
$378K
NBWM
922
North Berkeley Wealth Management
California
$377K
VMMC
923
V.M. Manning & Co
South Carolina
$377K
GS
924
GWN Securities
Florida
$376K
HR
925
Hardy Reed
Mississippi
$376K