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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
BWM
976
Briggs Wealth Management
Connecticut
$315K
GD
977
Grandfield & Dodd
New York
$314K
Fisher Asset Management
978
Fisher Asset Management
Washington
$313K
EA
979
Echo45 Advisors
California
$313K
MWM
980
McCartney Wealth Management
Missouri
$312K
FFA
981
Founders Financial Alliance
North Carolina
$312K
PCI
982
Planning Center Inc
Illinois
$312K
CA
983
Claris Advisors
Missouri
$311K
PW
984
PUREfi Wealth
Massachusetts
$308K
MFF
985
Michels Family Financial
Texas
$306K
VCM
986
Virtue Capital Management
Tennessee
$306K
WTC
987
WhitTier Trust Company
Nevada
$305K
RMF
988
Red Mountain Financial
Colorado
$303K
MSWMA
989
Market Street Wealth Management Advisors
Indiana
$301K
AWM
990
Arista Wealth Management
Nevada
$300K
NCM
991
Noesis Capital Mangement
Florida
$300K
NFG
992
Nations Financial Group
Iowa
$299K
FFA
993
Fragasso Financial Advisors
Pennsylvania
$299K
W
994
Wealthquest
Ohio
$298K
WIM
995
Warwick Investment Management
Texas
$298K
PWM
996
Paulson Wealth Management
Illinois
$298K
SCA
997
Snowden Capital Advisors
New York
$298K
BPWM
998
Badgley Phelps Wealth Managers
Washington
$298K
SPA
999
Sentinel Pension Advisors
Massachusetts
$296K
PCH
1000
PGIM Custom Harvest
New Jersey
$294K