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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
PK
1026
Pflug Koory
Nebraska
$287K
CWS
1027
Cypress Wealth Services
California
$287K
PP
1028
Patten & Patten
Tennessee
$285K
CAMG
1029
CWA Asset Management Group
Florida
$283K
TH
1030
Team Hewins
California
$282K
BWP
1031
Baldwin Wealth Partners
Massachusetts
$282K
RF
1032
Rossby Financial
Florida
$282K
VWM
1033
Vigilare Wealth Management
Arizona
$281K
CPSAC
1034
Chas P. Smith & Associates (CPS)
Florida
$280K
RYA
1035
Richard Young Associates
Georgia
$280K
PWM
1036
Prosperity Wealth Management
California
$278K
GT
1037
Glenview Trust
Kentucky
$277K
OCM
1038
Orion Capital Management
California
$276K
KL
1039
KWMG LLC
Kansas
$276K
CAC
1040
Certified Advisory Corp
Florida
$275K
CAM
1041
Councilmark Asset Management
Tennessee
$275K
MM
1042
Main Management
California
$275K
4WM
1043
49 Wealth Management
Texas
$274K
NF
1044
Napier Financial
Massachusetts
$274K
AFP
1045
ATLas Financial Planning
Georgia
$273K
QPWM
1046
Quadrant Private Wealth Management
Pennsylvania
$272K
PG
1047
Patten Group
Tennessee
$272K
TAM
1048
Titleist Asset Management
Texas
$272K
AWM
1049
Austin Wealth Management
Texas
$271K
AA
1050
Auxano Advisors
Washington
$269K