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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
FIA
1051
FPC Investment Advisory
California
$259K
PI
1052
Pachira Investments
California
$258K
DFC
1053
DB Fitzpatrick & Co
Idaho
$258K
AWAG
1054
ARS Wealth Advisors Group
Florida
$257K
QWM
1055
Quadcap Wealth Management
Texas
$256K
KL
1056
KilterHowling LLC
Colorado
$255K
SWM
1057
Spire Wealth Management
Virginia
$255K
SFP
1058
Sterling Financial Planning
New Jersey
$254K
CFG
1059
Citizens Financial Group
Rhode Island
$254K
DSA
1060
Droms Strauss Advisors
Missouri
$253K
OWP
1061
Obermeyer Wealth Partners
Colorado
$252K
WP
1062
WealthShield Partners
North Carolina
$251K
RSC
1063
Red Spruce Capital
Pennsylvania
$249K
RP
1064
Riverwater Partners
Wisconsin
$248K
FLPIM
1065
F.L. Putnam Investment Management
Massachusetts
$247K
Susquehanna International Group
1066
Susquehanna International Group
Pennsylvania
$246K
SQA
1067
Simon Quick Advisors
New Jersey
$246K
GCM
1068
Glaxis Capital Management
Florida
$246K
BFS
1069
BridgePort Financial Solutions
Iowa
$246K
WCP
1070
Wick Capital Partners
Pennsylvania
$245K
JBA
1071
Johnson Bixby & Associates
Washington
$245K
SAM
1072
Secure Asset Management
Michigan
$244K
WI
1073
Wedgewood Investors
Pennsylvania
$243K
HCM
1074
Howard Capital Management
Georgia
$242K
JWM
1075
Jackson Wealth Management
Florida
$241K