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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
KL
1076
KilterHowling LLC
Colorado
$255K
SWM
1077
Spire Wealth Management
Virginia
$255K
SFP
1078
Sterling Financial Planning
New Jersey
$254K
CFG
1079
Citizens Financial Group
Rhode Island
$254K
DSA
1080
Droms Strauss Advisors
Missouri
$253K
OWP
1081
Obermeyer Wealth Partners
Colorado
$252K
WP
1082
WealthShield Partners
North Carolina
$251K
RSC
1083
Red Spruce Capital
Pennsylvania
$249K
RP
1084
Riverwater Partners
Wisconsin
$248K
FLPIM
1085
F.L. Putnam Investment Management
Massachusetts
$247K
Susquehanna International Group
1086
Susquehanna International Group
Pennsylvania
$246K
SQA
1087
Simon Quick Advisors
New Jersey
$246K
GCM
1088
Glaxis Capital Management
Florida
$246K
BFS
1089
BridgePort Financial Solutions
Iowa
$246K
WCP
1090
Wick Capital Partners
Pennsylvania
$245K
JBA
1091
Johnson Bixby & Associates
Washington
$245K
SAM
1092
Secure Asset Management
Michigan
$244K
WI
1093
Wedgewood Investors
Pennsylvania
$243K
HCM
1094
Howard Capital Management
Georgia
$242K
JWM
1095
Jackson Wealth Management
Florida
$241K
SCM
1096
Schnieders Capital Management
California
$240K
ACI
1097
Alpha Cubed Investments
California
$240K
RRA
1098
Round Rock Advisors
Connecticut
$240K
NEPWA
1099
New England Private Wealth Advisors
Massachusetts
$237K
SIAP
1100
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K