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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
AWA
951
Alaska Wealth Advisors
Alaska
$359K
AFA
952
American Financial Advisors
Georgia
$357K
PSF
953
Pacific Sun Financial
California
$355K
TWP
954
TFO Wealth Partners
Ohio
$353K
WCM
955
Washburn Capital Management
Florida
$351K
KBFS
956
Kohmann Bosshard Financial Services
Ohio
$349K
ACM
957
Advisors Capital Management
New Jersey
$347K
CIP
958
Capital Insight Partners
Arizona
$347K
LWM
959
Level Wealth Management
North Carolina
$346K
JC
960
JBGlobal.com
New York
$345K
IFA
961
Index Fund Advisors
California
$344K
NPI
962
New Perspectives Inc
Mississippi
$343K
CCMI
963
Creative Capital Management Investments
California
$342K
AL
964
ADE LLC
Maryland
$342K
TP
965
Tranquility Partners
Tennessee
$341K
VPIM
966
Vanguard Personalized Indexing Management
California
$341K
SLA
967
Silver Lake Advisory
Utah
$341K
HWA
968
Heartwood Wealth Advisors
Virginia
$341K
GWL
969
Generations Wealth LLC
Ohio
$341K
BFG
970
Berger Financial Group
Minnesota
$340K
PIA
971
Pinion Investment Advisors
Kansas
$339K
MT
972
Midwest Trust
Kansas
$336K
FA
973
Fedenia Advisers
Wisconsin
$335K
AIP
974
Almanack Investment Partners
Pennsylvania
$334K
CB
975
Commerce Bank
Missouri
$332K