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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
WP
1076
WealthShield Partners
North Carolina
$251K
RSC
1077
Red Spruce Capital
Pennsylvania
$249K
RP
1078
Riverwater Partners
Wisconsin
$248K
FLPIM
1079
F.L. Putnam Investment Management
Massachusetts
$247K
Susquehanna International Group
1080
Susquehanna International Group
Pennsylvania
$246K
SQA
1081
Simon Quick Advisors
New Jersey
$246K
GCM
1082
Glaxis Capital Management
Florida
$246K
BFS
1083
BridgePort Financial Solutions
Iowa
$246K
WCP
1084
Wick Capital Partners
Pennsylvania
$245K
JBA
1085
Johnson Bixby & Associates
Washington
$245K
SAM
1086
Secure Asset Management
Michigan
$244K
WI
1087
Wedgewood Investors
Pennsylvania
$243K
HCM
1088
Howard Capital Management
Georgia
$242K
JWM
1089
Jackson Wealth Management
Florida
$241K
SCM
1090
Schnieders Capital Management
California
$240K
ACI
1091
Alpha Cubed Investments
California
$240K
RRA
1092
Round Rock Advisors
Connecticut
$240K
NEPWA
1093
New England Private Wealth Advisors
Massachusetts
$237K
SIAP
1094
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K
VF
1095
Vawter Financial
Ohio
$236K
DAC
1096
Dividend Assets Capital
South Carolina
$236K
AGC
1097
Aspen Grove Capital
Colorado
$235K
CWM
1098
Connecticut Wealth Management
Connecticut
$234K
AIM
1099
Aurora Investment Managers
Florida
$234K
GWS
1100
Glassman Wealth Services
Virginia
$234K