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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
5NPW
976
55 North Private Wealth
Florida
$332K
CIA
977
Choate Investment Advisors
Massachusetts
$331K
KWM
978
Kingsview Wealth Management
Oregon
$331K
WCM
979
WealthBridge Capital Management
Ohio
$330K
BSCCG
980
Blue Sky Capital Consultants Group
California
$330K
BW
981
BostonPremier Wealth
Massachusetts
$328K
5W
982
5T Wealth
California
$327K
CE
983
Cornerstone Enterprises
Wisconsin
$326K
DB
984
Dravo Bay
Delaware
$326K
PAW
985
Plan A Wealth
Nebraska
$324K
SAM
986
Silvercrest Asset Management
New York
$322K
WAM
987
Worth Asset Management
Texas
$321K
RPA
988
Rock Point Advisors
Vermont
$321K
VWM
989
Venturi Wealth Management
Texas
$319K
CFS
990
Coordinated Financial Services
Colorado
$316K
AP
991
Americana Partners
Texas
$315K
SIMC
992
Squire Investment Management Company
Utah
$315K
CGA
993
Crescent Grove Advisors
Illinois
$315K
BWM
994
Briggs Wealth Management
Connecticut
$315K
GD
995
Grandfield & Dodd
New York
$314K
Fisher Asset Management
996
Fisher Asset Management
Washington
$313K
EA
997
Echo45 Advisors
California
$313K
MWM
998
McCartney Wealth Management
Missouri
$312K
FFA
999
Founders Financial Alliance
North Carolina
$312K
PCI
1000
Planning Center Inc
Illinois
$312K