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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
CF
1001
Carter Financial
California
$301K
MSWMA
1002
Market Street Wealth Management Advisors
Indiana
$301K
AWM
1003
Arista Wealth Management
Nevada
$300K
NCM
1004
Noesis Capital Mangement
Florida
$300K
NFG
1005
Nations Financial Group
Iowa
$299K
FFA
1006
Fragasso Financial Advisors
Pennsylvania
$299K
W
1007
Wealthquest
Ohio
$298K
WIM
1008
Warwick Investment Management
Texas
$298K
PWM
1009
Paulson Wealth Management
Illinois
$298K
SCA
1010
Snowden Capital Advisors
New York
$298K
BPWM
1011
Badgley Phelps Wealth Managers
Washington
$298K
SPA
1012
Sentinel Pension Advisors
Massachusetts
$296K
PCH
1013
PGIM Custom Harvest
New Jersey
$294K
PC
1014
Prairiewood Capital
North Dakota
$294K
BAWC
1015
Boyce & Associates Wealth Consulting
Texas
$293K
GFP
1016
Guardian Financial Partners
California
$290K
VAMG
1017
Voisard Asset Management Group
Michigan
$289K
UCB
1018
United Community Bank
South Carolina
$288K
GA
1019
Goldstein Advisors
Wisconsin
$288K
PK
1020
Pflug Koory
Nebraska
$287K
CWS
1021
Cypress Wealth Services
California
$287K
PP
1022
Patten & Patten
Tennessee
$285K
CAMG
1023
CWA Asset Management Group
Florida
$283K
TH
1024
Team Hewins
California
$282K
BWP
1025
Baldwin Wealth Partners
Massachusetts
$282K