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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
MWM
926
M3 Wealth Management
Ohio
$367K
RIM
927
Redwood Investment Management
Arizona
$366K
USCWA
928
U.S. Capital Wealth Advisors
Texas
$364K
GLLW
929
Graves Light Lenhart Wealth
Virginia
$364K
Russell Investments Group
930
Russell Investments Group
United Kingdom
$362K
ZRP
931
Zynergy Retirement Planning
New Jersey
$361K
APW
932
Aurora Private Wealth
New Jersey
$361K
AWA
933
Alaska Wealth Advisors
Alaska
$359K
AFA
934
American Financial Advisors
Georgia
$357K
PSF
935
Pacific Sun Financial
California
$355K
TWP
936
TFO Wealth Partners
Ohio
$353K
WCM
937
Washburn Capital Management
Florida
$351K
KBFS
938
Kohmann Bosshard Financial Services
Ohio
$349K
ACM
939
Advisors Capital Management
New Jersey
$347K
CIP
940
Capital Insight Partners
Arizona
$347K
LWM
941
Level Wealth Management
North Carolina
$346K
JC
942
JBGlobal.com
New York
$345K
IFA
943
Index Fund Advisors
California
$344K
NPI
944
New Perspectives Inc
Mississippi
$343K
CCMI
945
Creative Capital Management Investments
California
$342K
AL
946
ADE LLC
Maryland
$342K
TP
947
Tranquility Partners
Tennessee
$341K
VPIM
948
Vanguard Personalized Indexing Management
California
$341K
SLA
949
Silver Lake Advisory
Utah
$341K
HWA
950
Heartwood Wealth Advisors
Virginia
$341K