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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
VF
1101
Vawter Financial
Ohio
$236K
DAC
1102
Dividend Assets Capital
South Carolina
$236K
AGC
1103
Aspen Grove Capital
Colorado
$235K
CWM
1104
Connecticut Wealth Management
Connecticut
$234K
AIM
1105
Aurora Investment Managers
Florida
$234K
GWS
1106
Glassman Wealth Services
Virginia
$234K
FWP
1107
Falcon Wealth Planning
California
$233K
AWM
1108
Act Wealth Management
Texas
$232K
SAM
1109
SVRN Asset Management
Texas
$232K
SWM
1110
Sherman Wealth Management
Maryland
$231K
AIA
1111
Armor Investment Advisors
North Carolina
$230K
SIC
1112
SJS Investment Consulting
Ohio
$230K
DWML
1113
Decker Wealth Management LLC
Tennessee
$228K
TFS
1114
Thoroughbred Financial Services
Tennessee
$228K
BMCM
1115
Bryn Mawr Capital Management
Pennsylvania
$228K
GCM
1116
Gibraltar Capital Management
Oklahoma
$227K
NWP
1117
NerdWallet Wealth Partners
New York
$226K
CFA
1118
CWS Financial Advisors
Michigan
$225K
CPCM
1119
Cardinal Point Capital Management
Ontario, Canada
$222K
HSWM
1120
Hubbell Strickland Wealth Management
Louisiana
$222K
ACM
1121
Aspen Capital Management
Idaho
$221K
SFG
1122
Strive Financial Group
Indiana
$220K
BLWM
1123
Bucket List Wealth Management
Florida
$219K
BCM
1124
Becker Capital Management
Oregon
$219K
SM
1125
Sensible Money
Arizona
$218K