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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
ACM
951
Advisors Capital Management
New Jersey
$347K
CIP
952
Capital Insight Partners
Arizona
$347K
LWM
953
Level Wealth Management
North Carolina
$346K
JC
954
JBGlobal.com
New York
$345K
IFA
955
Index Fund Advisors
California
$344K
NPI
956
New Perspectives Inc
Mississippi
$343K
CCMI
957
Creative Capital Management Investments
California
$342K
AL
958
ADE LLC
Maryland
$342K
TP
959
Tranquility Partners
Tennessee
$341K
VPIM
960
Vanguard Personalized Indexing Management
California
$341K
SLA
961
Silver Lake Advisory
Utah
$341K
HWA
962
Heartwood Wealth Advisors
Virginia
$341K
GWL
963
Generations Wealth LLC
Ohio
$341K
BFG
964
Berger Financial Group
Minnesota
$340K
PIA
965
Pinion Investment Advisors
Kansas
$339K
MT
966
Midwest Trust
Kansas
$336K
FA
967
Fedenia Advisers
Wisconsin
$335K
AIP
968
Almanack Investment Partners
Pennsylvania
$334K
CB
969
Commerce Bank
Missouri
$332K
5NPW
970
55 North Private Wealth
Florida
$332K
CIA
971
Choate Investment Advisors
Massachusetts
$331K
KWM
972
Kingsview Wealth Management
Oregon
$331K
WCM
973
WealthBridge Capital Management
Ohio
$330K
BSCCG
974
Blue Sky Capital Consultants Group
California
$330K
BW
975
BostonPremier Wealth
Massachusetts
$328K