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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
QPWM
1026
Quadrant Private Wealth Management
Pennsylvania
$272K
PG
1027
Patten Group
Tennessee
$272K
TAM
1028
Titleist Asset Management
Texas
$272K
AWM
1029
Austin Wealth Management
Texas
$271K
AA
1030
Auxano Advisors
Washington
$269K
RA
1031
Ruggaard & Associates
Ohio
$269K
VAS
1032
Vestmark Advisory Solutions
Massachusetts
$269K
MYIA
1033
Mount Yale Investment Advisors
Colorado
$269K
TCM
1034
Telos Capital Management
California
$268K
SCTC
1035
Sanibel Captiva Trust Company
Florida
$268K
QFPS
1036
Quantum Financial Planning Services
Washington
$268K
IFS
1037
Ifrah Financial Services
Arkansas
$268K
NA
1038
Nordwand Advisors
Pennsylvania
$268K
MA
1039
MJP Associates
Connecticut
$267K
HA
1040
HC Advisors
Georgia
$267K
TF
1041
Trek Financial
Arizona
$266K
SI
1042
Stephens Inc
Arkansas
$264K
BFWM
1043
Bright Futures Wealth Management
New York
$263K
TWA
1044
Tandem Wealth Advisors
Arizona
$263K
SEM
1045
Strategic Equity Management
Arizona
$262K
CFIA
1046
Cantor Fitzgerald Investment Advisors
New York
$261K
AIMC
1047
Alley Investment Management Company
Illinois
$261K
UB
1048
UMB Bank
Missouri
$260K
SFC
1049
Strategic Financial Concepts
Texas
$259K
OAM
1050
Occidental Asset Management
California
$259K