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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
SFG
1101
Strive Financial Group
Indiana
$220K
BCM
1102
Becker Capital Management
Oregon
$219K
SM
1103
Sensible Money
Arizona
$218K
VBFP
1104
Valtinson Bruner Financial Planning
Minnesota
$218K
AIA
1105
Accelerate Investment Advisors
California
$217K
OSNBOA
1106
Old Second National Bank of Aurora
Illinois
$216K
RC
1107
Randolph Company
Ohio
$216K
WPIC
1108
White Pine Investment Company
Michigan
$216K
TAM
1109
Tucker Asset Management
Colorado
$215K
BIM
1110
Bridges Investment Management
Nebraska
$215K
MI
1111
Moneywise Inc
Virginia
$214K
PWM
1112
Parkway Wealth Management
Texas
$214K
FAI
1113
Fiduciary Advisors Inc
Missouri
$214K
BWP
1114
Balboa Wealth Partners
Arizona
$213K
BAMG
1115
Brand Asset Management Group
Missouri
$213K
QCMNJ
1116
Quantum Capital Management (New Jersey)
New Jersey
$212K
RCM
1117
RMR Capital Management
California
$212K
LWM
1118
Lyell Wealth Management
California
$211K
CWM
1119
Cooke Wealth Management
California
$211K
PPA
1120
Pacific Point Advisors
California
$209K
FPWM
1121
FSB Premier Wealth Management
Iowa
$209K
MHFA
1122
Mission Hills Financial Advisory
California
$208K
SG
1123
Sherry Group
Arkansas
$208K
TWA
1124
TCI Wealth Advisors
Arizona
$207K
FFG
1125
Fiduciary Financial Group
California
$205K