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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
GWL
951
Generations Wealth LLC
Ohio
$341K
BFG
952
Berger Financial Group
Minnesota
$340K
PIA
953
Pinion Investment Advisors
Kansas
$339K
MT
954
Midwest Trust
Kansas
$336K
FA
955
Fedenia Advisers
Wisconsin
$335K
AIP
956
Almanack Investment Partners
Pennsylvania
$334K
CB
957
Commerce Bank
Missouri
$332K
5NPW
958
55 North Private Wealth
Florida
$332K
CIA
959
Choate Investment Advisors
Massachusetts
$331K
KWM
960
Kingsview Wealth Management
Oregon
$331K
WCM
961
WealthBridge Capital Management
Ohio
$330K
BSCCG
962
Blue Sky Capital Consultants Group
California
$330K
BW
963
BostonPremier Wealth
Massachusetts
$328K
5W
964
5T Wealth
California
$327K
CE
965
Cornerstone Enterprises
Wisconsin
$326K
DB
966
Dravo Bay
Delaware
$326K
PAW
967
Plan A Wealth
Nebraska
$324K
SAM
968
Silvercrest Asset Management
New York
$322K
WAM
969
Worth Asset Management
Texas
$321K
RPA
970
Rock Point Advisors
Vermont
$321K
VWM
971
Venturi Wealth Management
Texas
$319K
CFS
972
Coordinated Financial Services
Colorado
$316K
AP
973
Americana Partners
Texas
$315K
SIMC
974
Squire Investment Management Company
Utah
$315K
CGA
975
Crescent Grove Advisors
Illinois
$315K