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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
AF
926
Apollon Financial
South Carolina
$381K
PWP
927
Precedent Wealth Partners
Texas
$381K
CGPCS
928
Capital Group Private Client Services
California
$378K
NBWM
929
North Berkeley Wealth Management
California
$377K
VMMC
930
V.M. Manning & Co
South Carolina
$377K
GS
931
GWN Securities
Florida
$376K
HR
932
Hardy Reed
Mississippi
$376K
LCWM
933
Legacy Capital Wealth Management
Texas
$376K
BIG
934
Brooklyn Investment Group
New York
$375K
CFCS
935
CDM Financial Counseling Services
Connecticut
$375K
CIA
936
Capital Investment Advisors
Georgia
$374K
FGC
937
First Growth Capital
Maryland
$373K
PMFA
938
Plante Moran Financial Advisors
Michigan
$372K
SWM
939
SHP Wealth Management
Massachusetts
$372K
VCM
940
Versant Capital Management
Arizona
$372K
G
941
Gainplan
Michigan
$371K
WS
942
Wedbush Securities
California
$370K
GWANC
943
Guardian Wealth Advisors (North Carolina)
North Carolina
$367K
NFC
944
Northstar Financial Companies
Pennsylvania
$367K
RIM
945
Redwood Investment Management
Arizona
$366K
USCWA
946
U.S. Capital Wealth Advisors
Texas
$364K
GLLW
947
Graves Light Lenhart Wealth
Virginia
$364K
Russell Investments Group
948
Russell Investments Group
United Kingdom
$362K
ZRP
949
Zynergy Retirement Planning
New Jersey
$361K
APW
950
Aurora Private Wealth
New Jersey
$361K