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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
LCWM
926
Legacy Capital Wealth Management
Texas
$376K
BIG
927
Brooklyn Investment Group
New York
$375K
CFCS
928
CDM Financial Counseling Services
Connecticut
$375K
CIA
929
Capital Investment Advisors
Georgia
$374K
FGC
930
First Growth Capital
Maryland
$373K
PMFA
931
Plante Moran Financial Advisors
Michigan
$372K
SWM
932
SHP Wealth Management
Massachusetts
$372K
VCM
933
Versant Capital Management
Arizona
$372K
G
934
Gainplan
Michigan
$371K
WS
935
Wedbush Securities
California
$370K
GWANC
936
Guardian Wealth Advisors (North Carolina)
North Carolina
$367K
NFC
937
Northstar Financial Companies
Pennsylvania
$367K
MWM
938
M3 Wealth Management
Ohio
$367K
RIM
939
Redwood Investment Management
Arizona
$366K
USCWA
940
U.S. Capital Wealth Advisors
Texas
$364K
GLLW
941
Graves Light Lenhart Wealth
Virginia
$364K
Russell Investments Group
942
Russell Investments Group
United Kingdom
$362K
ZRP
943
Zynergy Retirement Planning
New Jersey
$361K
APW
944
Aurora Private Wealth
New Jersey
$361K
AWA
945
Alaska Wealth Advisors
Alaska
$359K
AFA
946
American Financial Advisors
Georgia
$357K
PSF
947
Pacific Sun Financial
California
$355K
TWP
948
TFO Wealth Partners
Ohio
$353K
WCM
949
Washburn Capital Management
Florida
$351K
KBFS
950
Kohmann Bosshard Financial Services
Ohio
$349K