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Schwab US Broad Market ETF

1,277 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, 478 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:

2% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 467

0.37% more ownership

Funds ownership: 32.22%32.59% (+0.37%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,277
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
OIA
76
OneDigital Investment Advisors
Kansas
$34.9M
Raymond James Financial
77
Raymond James Financial
Florida
$33.4M
JWS
78
Juncture Wealth Strategies
Arizona
$33.4M
JP Morgan Chase
79
JP Morgan Chase
New York
$33.2M
WWM
80
WT Wealth Management
Arizona
$31.3M
SFC
81
SYM Financial Corp
Indiana
$31.3M
RPGK
82
Retirement Planning Group (Kansas)
Kansas
$31M
Goldman Sachs
83
Goldman Sachs
New York
$30.7M
PAM
84
Pegasus Asset Management
New York
$30.6M
MCM
85
MAI Capital Management
Ohio
$30.6M
GB
86
Goepper Burkhardt
South Carolina
$30.2M
PAYA
87
Phil A. Younker & Associates
Alaska
$29.9M
AQR Capital Management
88
AQR Capital Management
Connecticut
$29.7M
GAM
89
Gemmer Asset Management
California
$29.5M
Cerity Partners
90
Cerity Partners
New York
$29.4M
TI
91
Truepoint Inc
Ohio
$29.3M
SA
92
Strategic Advisors
New York
$29.1M
VNA
93
Valley National Advisers
Pennsylvania
$28.9M
GA
94
GSG Advisors
New Jersey
$28.3M
RSWA
95
Robinson Smith Wealth Advisors
Maine
$28.2M
PIMG
96
Patriot Investment Management Group
Tennessee
$27.7M
FWI
97
Facet Wealth Inc
Maryland
$27.6M
HI
98
Harbour Investments
Wisconsin
$27M
BPA
99
Beacon Pointe Advisors
California
$26.3M
DW
100
Dodds Wealth
Colorado
$25.8M