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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
PWP
1126
Prasad Wealth Partners
Ohio
$205K
WIA
1127
Wetzel Investment Advisors
Indiana
$205K
PCM
1128
Pennsylvania Capital Management
Pennsylvania
$203K
FCAS
1129
First Command Advisory Services
Texas
$203K
AIM
1130
Acropolis Investment Management
Missouri
$203K
EIG
1131
Ellenbecker Investment Group
Wisconsin
$202K
VIA
1132
Victrix Investment Advisors
Florida
$202K
FF
1133
Frankly Finances
Florida
$202K
HFRG
1134
Houlihan Financial Resource Group
Virginia
$201K
MW
1135
Marrick Wealth
California
$200K
BFO
1136
Biltmore Family Office
North Carolina
$197K
BF
1137
BOK Financial
Oklahoma
$193K
FF
1138
Friedenthal Financial
New Jersey
$188K
T
1139
Tidemark
California
$188K
PGAM
1140
Princeton Global Asset Management
New Jersey
$180K
MFT
1141
Moisand Fitzgerald Tamayo
Florida
$180K
PCFFS
1142
Pacific Center for Financial Services
California
$178K
AFC
1143
Ares Financial Consulting
California
$171K
SMA
1144
Sage Mountain Advisors
Georgia
$165K
TH
1145
TCTC Holdings
Texas
$162K
HCM
1146
Hollencrest Capital Management
California
$159K
PFSC
1147
Peoples Financial Services Corp
Pennsylvania
$157K
Bessemer Group
1148
Bessemer Group
New Jersey
$157K
RCM
1149
Richardson Capital Management
Wisconsin
$150K
HHGA
1150
Halbert Hargrove Global Advisors
California
$149K