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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
CA
1001
Claris Advisors
Missouri
$311K
PW
1002
PUREfi Wealth
Massachusetts
$308K
MFF
1003
Michels Family Financial
Texas
$306K
VCM
1004
Virtue Capital Management
Tennessee
$306K
WTC
1005
WhitTier Trust Company
Nevada
$305K
RMF
1006
Red Mountain Financial
Colorado
$303K
CF
1007
Carter Financial
California
$301K
MSWMA
1008
Market Street Wealth Management Advisors
Indiana
$301K
AWM
1009
Arista Wealth Management
Nevada
$300K
NCM
1010
Noesis Capital Mangement
Florida
$300K
NFG
1011
Nations Financial Group
Iowa
$299K
FFA
1012
Fragasso Financial Advisors
Pennsylvania
$299K
W
1013
Wealthquest
Ohio
$298K
WIM
1014
Warwick Investment Management
Texas
$298K
PWM
1015
Paulson Wealth Management
Illinois
$298K
SCA
1016
Snowden Capital Advisors
New York
$298K
BPWM
1017
Badgley Phelps Wealth Managers
Washington
$298K
SPA
1018
Sentinel Pension Advisors
Massachusetts
$296K
PCH
1019
PGIM Custom Harvest
New Jersey
$294K
PC
1020
Prairiewood Capital
North Dakota
$294K
BAWC
1021
Boyce & Associates Wealth Consulting
Texas
$293K
GFP
1022
Guardian Financial Partners
California
$290K
VAMG
1023
Voisard Asset Management Group
Michigan
$289K
UCB
1024
United Community Bank
South Carolina
$288K
GA
1025
Goldstein Advisors
Wisconsin
$288K