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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
SCM
1076
Schnieders Capital Management
California
$240K
ACI
1077
Alpha Cubed Investments
California
$240K
RRA
1078
Round Rock Advisors
Connecticut
$240K
NEPWA
1079
New England Private Wealth Advisors
Massachusetts
$237K
SIAP
1080
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K
VF
1081
Vawter Financial
Ohio
$236K
DAC
1082
Dividend Assets Capital
South Carolina
$236K
AGC
1083
Aspen Grove Capital
Colorado
$235K
CWM
1084
Connecticut Wealth Management
Connecticut
$234K
AIM
1085
Aurora Investment Managers
Florida
$234K
GWS
1086
Glassman Wealth Services
Virginia
$234K
FWP
1087
Falcon Wealth Planning
California
$233K
AWM
1088
Act Wealth Management
Texas
$232K
SAM
1089
SVRN Asset Management
Texas
$232K
SWM
1090
Sherman Wealth Management
Maryland
$231K
AIA
1091
Armor Investment Advisors
North Carolina
$230K
SIC
1092
SJS Investment Consulting
Ohio
$230K
TFS
1093
Thoroughbred Financial Services
Tennessee
$228K
BMCM
1094
Bryn Mawr Capital Management
Pennsylvania
$228K
GCM
1095
Gibraltar Capital Management
Oklahoma
$227K
NWP
1096
NerdWallet Wealth Partners
New York
$226K
CFA
1097
CWS Financial Advisors
Michigan
$225K
CPCM
1098
Cardinal Point Capital Management
Ontario, Canada
$222K
HSWM
1099
Hubbell Strickland Wealth Management
Louisiana
$222K
ACM
1100
Aspen Capital Management
Idaho
$221K