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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
IFS
1051
Ifrah Financial Services
Arkansas
$268K
NA
1052
Nordwand Advisors
Pennsylvania
$268K
MA
1053
MJP Associates
Connecticut
$267K
HA
1054
HC Advisors
Georgia
$267K
TF
1055
Trek Financial
Arizona
$266K
SI
1056
Stephens Inc
Arkansas
$264K
BFWM
1057
Bright Futures Wealth Management
New York
$263K
TWA
1058
Tandem Wealth Advisors
Arizona
$263K
SEM
1059
Strategic Equity Management
Arizona
$262K
CFIA
1060
Cantor Fitzgerald Investment Advisors
New York
$261K
AIMC
1061
Alley Investment Management Company
Illinois
$261K
UB
1062
UMB Bank
Missouri
$260K
SFC
1063
Strategic Financial Concepts
Texas
$259K
OAM
1064
Occidental Asset Management
California
$259K
FIA
1065
FPC Investment Advisory
California
$259K
PI
1066
Pachira Investments
California
$258K
DFC
1067
DB Fitzpatrick & Co
Idaho
$258K
AWAG
1068
ARS Wealth Advisors Group
Florida
$257K
QWM
1069
Quadcap Wealth Management
Texas
$256K
KL
1070
KilterHowling LLC
Colorado
$255K
SWM
1071
Spire Wealth Management
Virginia
$255K
SFP
1072
Sterling Financial Planning
New Jersey
$254K
CFG
1073
Citizens Financial Group
Rhode Island
$254K
DSA
1074
Droms Strauss Advisors
Missouri
$253K
OWP
1075
Obermeyer Wealth Partners
Colorado
$252K