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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
FCAS
1151
First Command Advisory Services
Texas
$203K
AIM
1152
Acropolis Investment Management
Missouri
$203K
EIG
1153
Ellenbecker Investment Group
Wisconsin
$202K
VIA
1154
Victrix Investment Advisors
Florida
$202K
FF
1155
Frankly Finances
Florida
$202K
HFRG
1156
Houlihan Financial Resource Group
Virginia
$201K
MW
1157
Marrick Wealth
California
$200K
BFO
1158
Biltmore Family Office
North Carolina
$197K
BF
1159
BOK Financial
Oklahoma
$193K
FF
1160
Friedenthal Financial
New Jersey
$188K
T
1161
Tidemark
California
$188K
PGAM
1162
Princeton Global Asset Management
New Jersey
$180K
MFT
1163
Moisand Fitzgerald Tamayo
Florida
$180K
PCFFS
1164
Pacific Center for Financial Services
California
$178K
AFC
1165
Ares Financial Consulting
California
$171K
SMA
1166
Sage Mountain Advisors
Georgia
$165K
TH
1167
TCTC Holdings
Texas
$162K
HCM
1168
Hollencrest Capital Management
California
$159K
PFSC
1169
Peoples Financial Services Corp
Pennsylvania
$157K
Bessemer Group
1170
Bessemer Group
New Jersey
$157K
RCM
1171
Richardson Capital Management
Wisconsin
$150K
HHGA
1172
Halbert Hargrove Global Advisors
California
$149K
CTC
1173
Central Trust Company
Missouri
$143K
PCG
1174
PFC Capital Group
California
$139K
PCA
1175
Providence Capital Advisors
North Carolina
$137K