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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
RF
1026
Rossby Financial
Florida
$282K
VWM
1027
Vigilare Wealth Management
Arizona
$281K
CPSAC
1028
Chas P. Smith & Associates (CPS)
Florida
$280K
RYA
1029
Richard Young Associates
Georgia
$280K
PWM
1030
Prosperity Wealth Management
California
$278K
GT
1031
Glenview Trust
Kentucky
$277K
OCM
1032
Orion Capital Management
California
$276K
KL
1033
KWMG LLC
Kansas
$276K
CAC
1034
Certified Advisory Corp
Florida
$275K
CAM
1035
Councilmark Asset Management
Tennessee
$275K
MM
1036
Main Management
California
$275K
4WM
1037
49 Wealth Management
Texas
$274K
NF
1038
Napier Financial
Massachusetts
$274K
AFP
1039
ATLas Financial Planning
Georgia
$273K
QPWM
1040
Quadrant Private Wealth Management
Pennsylvania
$272K
PG
1041
Patten Group
Tennessee
$272K
TAM
1042
Titleist Asset Management
Texas
$272K
AWM
1043
Austin Wealth Management
Texas
$271K
AA
1044
Auxano Advisors
Washington
$269K
RA
1045
Ruggaard & Associates
Ohio
$269K
VAS
1046
Vestmark Advisory Solutions
Massachusetts
$269K
MYIA
1047
Mount Yale Investment Advisors
Colorado
$269K
TCM
1048
Telos Capital Management
California
$268K
SCTC
1049
Sanibel Captiva Trust Company
Florida
$268K
QFPS
1050
Quantum Financial Planning Services
Washington
$268K