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Schwab US Broad Market ETF

1,294 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 151 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

0.49% more ownership

Funds ownership: 32.29%32.78% (+0.49%)

3% less funds holding in top 10

Funds holding in top 10: 139135 (-4)

Holders
1,294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
135
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
FAI
1126
Fiduciary Advisors Inc
Missouri
$214K
BWP
1127
Balboa Wealth Partners
Arizona
$213K
BAMG
1128
Brand Asset Management Group
Missouri
$213K
QCMNJ
1129
Quantum Capital Management (New Jersey)
New Jersey
$212K
RCM
1130
RMR Capital Management
California
$212K
LWM
1131
Lyell Wealth Management
California
$211K
CWM
1132
Cooke Wealth Management
California
$211K
PPA
1133
Pacific Point Advisors
California
$209K
FPWM
1134
FSB Premier Wealth Management
Iowa
$209K
MHFA
1135
Mission Hills Financial Advisory
California
$208K
SG
1136
Sherry Group
Arkansas
$208K
TWA
1137
TCI Wealth Advisors
Arizona
$207K
FFG
1138
Fiduciary Financial Group
California
$205K
PWP
1139
Prasad Wealth Partners
Ohio
$205K
WIA
1140
Wetzel Investment Advisors
Indiana
$205K
PCM
1141
Pennsylvania Capital Management
Pennsylvania
$203K
FCAS
1142
First Command Advisory Services
Texas
$203K
AIM
1143
Acropolis Investment Management
Missouri
$203K
EIG
1144
Ellenbecker Investment Group
Wisconsin
$202K
VIA
1145
Victrix Investment Advisors
Florida
$202K
FF
1146
Frankly Finances
Florida
$202K
HFRG
1147
Houlihan Financial Resource Group
Virginia
$201K
MW
1148
Marrick Wealth
California
$200K
BFO
1149
Biltmore Family Office
North Carolina
$197K
BF
1150
BOK Financial
Oklahoma
$193K