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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
FF
1151
Friedenthal Financial
New Jersey
$188K
T
1152
Tidemark
California
$188K
PGAM
1153
Princeton Global Asset Management
New Jersey
$180K
MFT
1154
Moisand Fitzgerald Tamayo
Florida
$180K
PCFFS
1155
Pacific Center for Financial Services
California
$178K
AFC
1156
Ares Financial Consulting
California
$171K
SMA
1157
Sage Mountain Advisors
Georgia
$165K
TH
1158
TCTC Holdings
Texas
$162K
HCM
1159
Hollencrest Capital Management
California
$159K
PFSC
1160
Peoples Financial Services Corp
Pennsylvania
$157K
Bessemer Group
1161
Bessemer Group
New Jersey
$157K
RCM
1162
Richardson Capital Management
Wisconsin
$150K
HHGA
1163
Halbert Hargrove Global Advisors
California
$149K
CTC
1164
Central Trust Company
Missouri
$143K
PCG
1165
PFC Capital Group
California
$139K
PCA
1166
Providence Capital Advisors
North Carolina
$137K
IRC
1167
Investors Research Corp
Georgia
$136K
KFI
1168
Key Financial Inc
Pennsylvania
$133K
BSB
1169
Bangor Savings Bank
Maine
$130K
QC
1170
Quent Capital
New York
$127K
ME
1171
McIlrath & Eck
Washington
$118K
WT
1172
Whittier Trust
California
$112K
ECA
1173
Elevated Capital Advisors
Utah
$109K
PP
1174
Pacifica Partners
Canada
$105K
AG
1175
AmeriFlex Group
Nevada
$104K