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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
5W
976
5T Wealth
California
$327K
CE
977
Cornerstone Enterprises
Wisconsin
$326K
DB
978
Dravo Bay
Delaware
$326K
PAW
979
Plan A Wealth
Nebraska
$324K
SAM
980
Silvercrest Asset Management
New York
$322K
WAM
981
Worth Asset Management
Texas
$321K
RPA
982
Rock Point Advisors
Vermont
$321K
VWM
983
Venturi Wealth Management
Texas
$319K
CFS
984
Coordinated Financial Services
Colorado
$316K
AP
985
Americana Partners
Texas
$315K
SIMC
986
Squire Investment Management Company
Utah
$315K
CGA
987
Crescent Grove Advisors
Illinois
$315K
BWM
988
Briggs Wealth Management
Connecticut
$315K
GD
989
Grandfield & Dodd
New York
$314K
Fisher Asset Management
990
Fisher Asset Management
Washington
$313K
EA
991
Echo45 Advisors
California
$313K
MWM
992
McCartney Wealth Management
Missouri
$312K
FFA
993
Founders Financial Alliance
North Carolina
$312K
PCI
994
Planning Center Inc
Illinois
$312K
CA
995
Claris Advisors
Missouri
$311K
PW
996
PUREfi Wealth
Massachusetts
$308K
MFF
997
Michels Family Financial
Texas
$306K
VCM
998
Virtue Capital Management
Tennessee
$306K
WTC
999
WhitTier Trust Company
Nevada
$305K
RMF
1000
Red Mountain Financial
Colorado
$303K